Manage Catalog Approval Policy

Note We do not recommend using approval policies and business processes in Service Manager Service Portal to manage approval requirements because Service Manager Service Portal cannot synchronize approval policies and business processes to Service Manager.

Concepts

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

The Organization Administrator uses the Approval Policy tab of the Catalogs application to manage approval policies for a catalog.

By default, a catalog does not require approval and is assigned the No 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.

Policies can be Named, User Context, or Business Approval. Refer to Policies for information about Service Manager Service Portal approval policies.

A Business Approval policy is a business process along with its parameters. Refer to Business Processes for information about Service Manager Service Portal business processes.

 

Tasks

To add an approval policy to a catalog:

  1. From the Launchpad, click the Catalogs application. The Catalogs view is displayed.
  2. In the Catalogs view, click the catalog for which you want to change the approval policy.
  3. In the Catalog Details view, click the Approval Policy tab.
  4. In the Approval Policy view, click Edit.
  5. Select the approval policy that you want to apply to the catalog from the drop-down list, and then click Save to finish and save your changes.

    The newly added approval policy for the catalog is displayed in the Approval Policy view.

    Note To remove an approval policy from the catalog, select No Approval.

 

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