Submit a ticketCall us

WebinarUpcoming Webinar: How Help Desk and Remote Support Pays for Itself

Learn how help desk software can simplify ticketing management, allow you to track hardware and software assets, and accelerate the speed of IT support and service delivery. Gain insights on how remote support tools allow your IT team to maximize their efficiency and ticket resolution by expediting desktop troubleshooting, ultimately helping keep end-users happy and productive.

Register here.

Home > Success Center > Web Help Desk (WHD) > Web Help Desk (WHD) Documentation > Web Help Desk Getting Started Guide > Change management > Configure an approval process

Configure an approval process

Created by Melanie Boyd, last modified by Melanie Boyd on Oct 11, 2016

Views: 997 Votes: 0 Revisions: 12

An approval process contains at least one step, and each step is approved by a client, a CAB, a location approver, or a department approver.

In the following example, a one-step approval process is created, the IT Department Approver is assigned as the approver, and the IT General/Other > Upgrade Request type is associated with the process.

Prerequisites

This is the fourth task in the approval process example scenario. Before you start, you must complete the previous tasks:

Configure an approval process

  1. Click Setup > Processes > Approval Processes.
  2. Click New.
  3. Enter a name for the process and click Save.
  4. Click Approval Steps, and then click New.
  5. Enter a name for the approval step.
  6. Click an approver type. For example, Department Approver.
  7. Select the approver to assign to the step.

  8. Click Save.

  9. If necessary, add additional approval steps. In this example, no other steps are needed.

  10. When you have added all steps, click Request Types Supported.
  11. Click Edit.
  12. Select all request types to associate with this approval process, and click Save.
  13. On the Request Types Supported tab, click Done.

Next task: Test the approval process

Last modified

Tags

Classifications

Public