Analytics service requests are assigned to the Analytics group who can review and
fulfill the requests.
At least one user must be a member of the Analytics group.
- Fulfiller - itil and pa_admin. The fulfilling user must be a member of the
Analytics group which automatically grants these roles.
- Approver - itil and approver_user
Select a request.
If the request is to grant access to a dashboard, select the
Dashboard that this request applies to.
Select one or more users as the Request Approver.
This approver should not be a member of the Analytics group.
Note: No approval
is required when the request type is Report an
The approver can then approve the request.
Select the request approval.
If the approver rejects the approval, the request is closed automatically. If
the approver selects an option other than approved or rejected, the fulfiller
user can close the request by setting the State to
Closed Skipped or Closed
After the request is approved, or if no approval was required, a task is
automatically created for the Analytics team that is accessible from the
Tasks related list on the request record. An email
notification is sent to the Analytics team.
After the approver approves the request, perform the requested changes to
fulfill the request. Refer to the dashboards documentation for instructions on
how to modify dashboards and dashboard permissions.
Update the task State to Closed
The request State is updated automatically when
the task is closed. An email notification is sent to the requesting user to
inform the user that the requested changes are complete.