Approvals
Approvals allows for Service Desk users to approve requests for provisioning tasks and other user and group changes, or for more administrative users to approve a junior person’s changes in the system.
Prerequisites
Set the setting use 2 factor approval request on Service Desk in the Administration-Settings-Service Desk panel.
Permissions
Go to Account Management.
Click Roles and select the user.
Click Edit and the following dialog opens:
Search for the following permissions:
View Approvers
View Approval Request
View Export Approvals to CSV
Select Allow.
Click Update to update/allow the permission or click Cancel to close the dialog.
Accessing the Approvals option
Navigate to Workspace Management.
Click on the Approvals tab.
Filters
These filters allow a user to narrow the approvals shown on the page. Available fields are:
Fields | Description |
---|---|
Requested by | Selects the user name from the list. |
Action Type | Selects the type from the list. |
Status | Selects the status of the action type from the list. |
Client | Enter client name. |
Matter | Enter matter name. |
Export to CSV
Click the Export to CSV button on the right action menu on the Approvals tab.
The following fields show to narrow what to export: