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Manage approval types

Manage approval types

Approval types are available to catalog editors or catalog managers when they define approvals for an item. Add and change approval types, publish them, and expire them when they are no longer useful.

About this task

For example, you can define Facilities Items Approvers, a specific list of approvers for facilities items.

Procedure

  1. Navigate to Item Designer > Administration > Approval Type Definitions.
  2. Click New.
    Figure 1. New Approval Type form
  3. Fill in the fields, as appropriate.
    Table 1. Approval Type form
    Field Description
    Name The name for the approval type.
    Version [Read-Only] The version of the approval type. The version number gets incremented whenever you save a change to that type.
    State [Read-Only] The approval type state. It is initially set to Draft. When you publish the approval type, the state changes to Published.
    Description A brief description of the approval type.
    Type The method for approving items that use the approval type. Can be User, Group, or Script. This selection determines which other fields are available.
    User(s) The individual users who can approve catalog items that use this approval type. This field is available only if the Type is set to User.
    Group(s) The groups who can approve catalog items that use this approval type. This field is available only if the Type is set to Group.
    Script output The result of the script, creating either a set of users or groups. This field is available only if the Type is set to Script.
    Approver script A script to define that approval type, such as a script to define the manager of the requester. This field is available only if the Type is set to Script.
  4. Click Submit.

Publish approval types

Publish an approval type after it is defined correctly for catalog editors or catalog managers to use when they create items.

  • To publish an approval type, navigate to Item Designer > Administration > Approval Type Definitions, open an entry, and then click Publish.
  • To view a list of published approval types, navigate to Item Designer > Administration > Published Approval Type Definitions.

Change approval types

Service Catalog enables you to change the details of an approval type.

  • To change details for an approval type, navigate to Item Designer > Administration > Approval Type Definitions, open an entry, then edit the details and save your changes.
    Note: After you save your changes, the version number for that approval type increases by 1.
  • To make your changes live, publish the changed approval type.

Expire approval types

To remove an approval type from use, you can expire it, making it inactive.

To expire an approval type, navigate to Item Designer > Administration > Approval Type Definitions, open an entry, and then click Expire.