Administer > Service Manager Service Portal administration > Service Manager Service Portal admin UI help > Catalogs Management > Catalog Items > Catalog Item Approval Policy

Catalog Item Approval Policy

Concepts

A catalog contains published catalog items for consumer fulfillment in the Service Portal.

The Approval Policy view provides the current approval policy for ordering a catalog item. The Organization Administrator can change the approval policy.

An approval policy can be applied to a catalog or a catalog item. When applying an approval policy to a catalog, all catalog items in the catalog have the approval policy; however, the administrator can assign different approval policies to various catalog items in a catalog.

Refer to Policies for details of Service Portal approval policies.

Tasks

The following tasks can be performed in the Approval Policy view:

View Catalog Item Approval Policy

  1. From the Launchpad, click the Catalog Items application. The Catalog Items view is displayed.
  2. In the Catalog Items view, click the catalog item you want to view. The Details view is displayed.
  3. In the Details view, click the Approval Policy tab.
  4. Click Template to see that the template's approval policy.

  5. Click the tabs for the catalogs where the catalog item is published to see the published approval policies. By default, approval policies are inherited from catalogs. If the approval policy has been changed, a modified icon is shown.

    Note Clicking on the policy takes you to the Policies application (see Policies) where the policy itself can be redefined.

Change Catalog Item Approval Policy

Note This task is for only published catalog items.

This task assumes you are in the Approval Policy view. (See View Catalog Item Approval Policy for instructions.) To change the approval policy for a catalog item:

  1. In the Approval Policy view, click Edit. The Approval Policy dialog is displayed.
  2. In the Approval Policy dialog, select the approval policy for the catalog item. To finish and save your changes, click Save.

The new approval policy for the catalog item is displayed.

Publish Catalog Item

Note This task is for template items only; however, catalog items can be published to more than one catalog.

This task assumes you are in the Approval Policy view. (See View Catalog Item Approval Policy for instructions.) To publish a catalog item in the Approval Policy view:

  1. Select the Template tab (top) to view the template item.
  2. Click Publish.
  3. In the Publish item to catalog dialog, select the new catalog. (Only catalogs to which the catalog item has not been published are listed.)
  4. To finish and save your changes, click Publish.

The catalog item is published in the specified catalog and available for fulfillment in the Service Portal.

Remove Catalog Item

Note This task is for template items only.

This task assumes you are in the Approval Policy view. (See View Catalog Item Approval Policy for instructions.) To remove a catalog item in the Approval Policy view:

  1. Select the Template tab (top) to view the template item.
  2. Click Remove.
  3. Confirm removing the catalog item.

The catalog item—template item and any published items—is removed and no longer visible.

Unpublish Catalog Item

Note This task is for published items only.

This task assumes you are in the Approval Policy view. (See View Catalog Item Approval Policy for instructions.) To unpublish a catalog item in the Approval Policy view:

  1. Select the tab (top) for the catalog from which to unpublish the catalog item.
  2. Click Unpublish.
  3. Confirm unpublishing the catalog item.

The catalog item is unpublished from the Service Portal catalog and no longer available for fulfillment in the Service Portal.

 

Related Topics