Requesting Approvals

To request an approval:

  1. Open the target object for which you want to request approval (Change Request, Work Order, KB Article, Incident, Service Request, or Purchase Order).

  2. In the Action Bar on the right, click Request Approval. The Request Approval workflow dialog box opens.

  3. Specify the deadline and, optionally, provide other information (e.g. comments and attachments). Then click OK.

RESULT: Each approver will receive an e-mail notification regarding the approval request status, and the object will receive the “Pending Approval” status.