Enable the approval delegation

To enable other operators to delegate approval authority, a system administrator must make the following changes to an operator's application profile:

The Delegate Approvals or Can Delegate Approvals profile option only controls whether an operator can view the Approval Delegation wizard. Separate application profile options control whether an operator can view or approve objects in an application.

Enable delegation for service

To enable Service Request Catalog users to delegate approval authority, a system administrator must update each operator's service profile record with the Delegate Approvals and View options. There is no additional capability word required for a Service Request Catalog user to delegate their approval rights. To access the service profile settings from the operator record, follow these steps:

1. Click System Administration > Ongoing Maintenance > Operators.
2. On the General > Application Profiles tab, make sure you specify self service in the Service Profile field.
3. Click Save.
4. On the Security tab, locate the Template Information section.
5. If Template_SelfService appears in the Template field, delete it.
6. Click Save.
7. Return to the General tab.
8. Place the cursor in the Service Profile field.
9. Click Find on the toolbar. Service Manager displays the Service Desk Security Profile form.

10. On the Security tab, select Delegate Approvals. This enables the user to assign their approval rights to someone else.

    

11. If necessary, select View.
12. Click Save.

Enable Approval Delegation for Change

The following example illustrates how to enable approval delegation for the Change Management application:

1. Log in to Service Manager with a system administrator account.
2. Click System Administration > Ongoing Maintenance > Profiles > Change Management Profiles. Service Manager displays your custom Change Management profile form.
3. In the Profile Name text box, type the name of a profile you want to grant approvals.  For example, enter change approver.
4. Click Search.
5. Service Manager displays the current Change Management Security Profile.
6. In the Approvals/Groups tab, select Can Delegate Approvals.
7. Click Save.

Enable Approval Delegation for Quote

The following example illustrates how to enable approval delegation for the Request (Quote) Management application:

1. Log in to Service Manager with a system administrator account.
2. Click System Administration > Ongoing Maintenance > Profiles > Request Management Profiles.
3. Service Manager displays your custom Request Management profile form.
4. In the Profile Name text box, type the name of a profile you want to grant approvals . For example, type request approver.
5. Click Search.
6. Service Manager displays the current Change Management Security Profile.
7. In the Alert/Approval tab, select Can Delegate Approvals, and then make sure that the Approvals check box is checked.
8. Click Save.