Add an approval process to teams inclusion in SRMCustomize team approval settings in SRM

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Add an approval process to your Service Reliability Management (SRM) teams for governance.Customize how team approvals work when non-admin users create or add a team in Service Reliability Management (SRM). This feature, also known as team governance, helps you control access and align with internal policies.

    Vorbereitungen

    Role required: srm_admin or admin

    Warum und wann dieser Vorgang ausgeführt wird

    By default, team governance is active in SRM. When non-admin users request a team, SRM creates two records: a parent request and a requested item. The approval team is notified, and any member can approve the request from My approvals. Once approved, the team is created or added, the parent request is set to Approved, and the requested item is set to Closed Complete.

    You can customize team governance by turning off approvals or changing the approval team.
    Hinweis:
    Non-admin users are SRM managers and SRM responders. When team governance is active, admins and SRM admins can still create and add teams without approval.

    Prozedur

    1. Navigate to All > Service Operations Workspace Admin Center > Configurations.
    2. Under Service Reliability ManagementGovernance and autonomy, select Governance and autonomy and then select Team governanceTeam governance.
    3. Review or update the approval options.
      OptionDescription
      Approval required when creating a new team Clear this option to let non-admin users create teams in SRM without approval.
      Approval required when associating an existing team Clear this option to let non-admin users add existing teams to SRM without approval.
    4. Review or update the approval team for one or both options.
      By default, the approval team is set to SRM Team approvers. You can view its members in sys_user_group.list.
      Hinweis:
      Any member of the approval team can approve requests, but they need the sn_request_read role to view request details. Without that role, they only see the approval task.
    5. Select Save to update your team governance settings.
    6. Select the Update value with sys_id link.
    7. Depending on your organization's preference, you can choose to add an approval process when SRM admins, managers, or responders request to create a team in SRM.
    8. In the new window, select the link to edit the record.

      Select the link to edit the record and set the approving team sys ID in the property.

    9. Replace the system property Value with the sys_id of the assignment team.
      1. Navigate to the Group record for the team that you want.
      2. Open the record.
      3. Select and hold (or right-click) in the header and select Copy sys_id.

        Add the appropriate flow to the fulfillment of the item.

      4. Return to the System Property record and paste the sys_id in the Value field.
      5. Add the appropriate flow to the fulfillment of the item, which is SRM - create team approval required.
      6. Select Update.
        This action initiates the approval process and assigns approval to the team responsible for approving new teams.
        Hinweis:
        Approvals take two steps. First, the request is approved, which appears in the Stage field of the request record. Next, the request remains Pending until the request item is approved in the Request record.