Add an approval process to teams inclusion in SRM

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add an approval process to your SRM teams for governance.

    Before you begin

    Role required: admin

    About this task

    Procedure

    1. Navigate to All > Service Operations Workspace > Configurations.
    2. Under Governance and autonomy, select Team governance.
    3. 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.
    4. Select the Update value with sys_id link.
    5. In the new window, select the link to edit the record.

      This is the header with the link to edit the record.

    6. Replace the system property Value with the sys_id of the assignment team.
      1. Navigate to the Group record for the team you want.
      2. Open the record
      3. Right-click in the header and select Copy sys_id.

        Box highlights the Copy sys_id option in the dropdown.

      4. Return to the System Property record and paste the sys_id in the Value field.
      5. Select Update.
        This action initiates the approval process and assigns approval to the team responsible for approving new teams.
        Note:
        Approvals take two steps. First the request is approved, which shows up in the request record in the Stage field, then the request remains Pending until the request item is approved in theRequest record.