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Typical tasks > Approval tasks

# Approvals

Service Request Catalog displays the status of all pending requests for yourself, or requests that you submitted for others. You can use the filter panel to filter approval request by Services, Changes, or Quotes. You can also see a list of dates where you have delegated your approval rights to another person. That person can act on your behalf within the dates and times that you specify.

View requests waiting for my approval

To view the requests waiting for your approval, follow these steps:

1. On the header bar, click Dashboard .

   The pane titled "Your Approvals" shows how many requests are pending.

2. At the bottom of the pane, click Your Approvals. Service Request Catalog displays your Approval page.

3. Click any record in the list to see the details for any individual request.

4. Click Return to Your Approvals to return to the list of requests.

Note: Some requests may require approval by more than one person before they can be fulfilled.

Approve a request

If you are a designated approver, the approval process depends on the approval workflow defined within Service Manager. You may receive a notification that an approval is pending when you are a designated member of the approval workflow. For more information, contact your Service Manager administrator, or review the section of the Service Manager documentation that describes the approval process.

To approve a request, follow these steps:

1. On the header bar, click Dashboard .

   The pane titled "Your Approvals" shows how many requests are pending.

2. At the bottom of the pane, click Your Approvals.

3. In the Approvals page, click any record in the list to see the details for any individual request. You can also click the ✓ mark or the ✕ mark to approve or deny a request without viewing the details.

   Note: Some items may be marked by a price tag icon, which indicates that the item has a recurring costs associated with it. Whether this icon appears is determined by your system administrator.

4. Click Approve or Deny as appropriate.

   - To complete the approval, click Approve in the confirmation dialog.

   - To complete the denial, you must specify a reason in the confirmation dialog and then click Deny again. Click Back to return to the list of requests.

Caution: Some requests require more than one approval before they can be fulfilled. If two approvers log in concurrently, and the first approver denies the request while the second approver approves the same request, Service Manager processes only the first response and the request is rejected.

View my delegated approvals

To view your delegated approvals, follow these steps:

1. Click the User Account drop-down in the header. (Hint: It displays your user name.)

2. Click Settings.

3. In the Service Settings section, click Approval Delegation. The Scheduled Approval Delegations section shows how many approval delegations that you set up and the contacts who are assigned to approve on your behalf.

Delegate approvals

To delegate approvals to other people, follow these steps:

1. Click the User Account drop-down list in the header. (Hint: It displays your user name.)

2. Click Settings.

3. In the Service Settings section, click Approval Delegation. If you have no pending approval delegations, the Scheduled Approval Delegation section is empty.

4. Click Create to display the New Approval Delegation section.

5. Choose a Start Date.

6. Choose a Start Time.

7. Choose an End Date.

8. Choose an End Time.

9. Select the type of delegation from the drop-down box: Service, Change, or Quote.

10. Click the Delegate Approvals To field to open the Contact lookup dialog.

11. Type a few letters of the contact First name or Last name. (Contact names are case-sensitive.)

12. Press Enter to list possible matches.

13. Choose a match from the list.

14. Click Schedule. If your choices are valid, green check marks appear next to the Start and End selections.

If your selections are not valid, change the start and end times to avoid overlapping dates or other inconsistencies.

Edit a delegated approval

To edit a delegated approval, follow these steps:

1. Click the User Account drop-down list in the header. (Hint: It displays your user name.)

2. Click Settings.

3. In the Service Settings section, click Approval Delegation. The Scheduled Approval Delegation section shows all pending delegations.

4. Locate the approval delegation that you want to change.

5. Click the Edit icon . The Service Request Catalog displays the details of the delegation.

6. Change the date, time, or delegated contact.

7. Click Reschedule to save your changes.

8. Click Cancel to exit without making changes.

Stop an approval delegation

To stop an approval delegation, follow these steps:

1. Click the User Account drop-down list in the header. (Hint: It displays your user name.)

2. Click Settings.

3. In the Service Settings section, click Approval Delegation. The Scheduled Approval Delegation section shows all current delegations.

4. Locate the approval delegation that you want to delete.

5. Click the Delete icon.

6. When the Service Request Catalog displays a confirmation, click Delete to stop the approval delegation. Click Cancel to allow the approval delegation to continue.

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