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How to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval > Approval Chains Create new approval chain as below Add SR Management – Chain Process for requester’s manager approval

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Page 1: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

How to configure Chain+Level based SRM approvals ?

Application Administration console > Custom configurationService Request Management > Approval > Approval ChainsCreate new approval chain as below

Add SR Management – Chain Process for requester’s manager approval

Page 2: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Add a Set Field action to set Status = Waiting for Approval

Add Level Process

Page 3: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Add Set Field action for Level process to set Status = Planning

You may configure the status depending upon the backend request configuration or business requirements.

Create Approval Mapping : Narrow down the mapping criteria as per SRD and chain process config

Page 4: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Create SRD : Select Approval Type = Custom and Assignment Option = Unchecked

Make sure Request Submitter has appropriate Manager is present in CTM:People form

Page 5: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Submit a request with Bob

The Request is Waiting for Approval for his manager i.e. Allen

Page 6: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Login as Allen and approve

The SR is now waiting for approval for App Admin which is level based approval configured in approval mapping

Page 7: communities.bmc.com · Web viewHow to configure Chain+Level based SRM approvals ? Application Administration console > Custom configuration Service Request Management > Approval >

Login as appadmin and approve :

The SR has now Planning status as configured in set field action