The CreatorCon Call for Content is officially open! Get started here.

Need to change the "Approver(which is in Requested State)" for the RTIM

chiranjeevi Kup
Tera Expert

Hi All,

 

We have existing request which is waiting for the requestor approval but unfortunately requestor is on long vacation and we need to change approver to the other user who can approve and progress the RITM.

 

Could anyone pleae give me an Idea to achieve the same please find the below and Thanks in advance !

chiranjeeviKup_0-1698377510412.png

chiranjeeviKup_1-1698377520741.png

 

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

HI @chiranjeevi Kup ,

  1. Navigate to All > Self-Service > My Profile.
  2. On the form context menu, navigate to Configure > Related Lists, and then add the Delegate->User related list.

The Delegates related list displays at the bottom of the user profile form.

Once you see the delegate related list, then

  1. Navigate to All > Self Service > My Profile.
  2. In the Delegates related list, click New.
    If the Delegates related list is not visible, do one of the following:
    • Select a different view, such as the ITIL or Default view, by selecting the Additional actions menu > View > (name of view).
    • Configure the form to add the Delegates related list. For more information, see Configuring the form layout.

     

    1. Select date values from the Starts and Ends fields to set the period of time during which a delegate can work on your behalf.
    2. Specify the responsibilities the delegate will assume by selecting the following check boxes.
      You can delegate:
      • Approvals: The delegate can approve items on your behalf.
      • Assignments: The delegate can view and work on tasks assigned to you.
      • All notifications: The delegate receives a copy of email notifications sent to you, except those marked as Meeting Invitation.
        Note:
        • If the Approvals check box is selected but All notifications is not, the delegate does not receive approvals.
        • If your delegate gets email notifications, they will be the same email notifications sent to you. The delegate may be confused to see "Incident assigned to you" emails, so make sure they know they are a delegate.
  3. Select an active user as your Delegate.

View solution in original post

4 REPLIES 4

chiranjeevi Kup
Tera Expert

@Aman Jalan @Arun_S1  Could you please help with above Query.

Community Alums
Not applicable

HI @chiranjeevi Kup ,

You can Manually change by opening the RITM and change the "Assigned to".

Also you can assign a delegate for this user using the user profile of that user.

 

chiranjeevi Kup
Tera Expert

@Community Alums  Many Thanks for the response, can you let me know about how to delegate for the user.

Community Alums
Not applicable

HI @chiranjeevi Kup ,

  1. Navigate to All > Self-Service > My Profile.
  2. On the form context menu, navigate to Configure > Related Lists, and then add the Delegate->User related list.

The Delegates related list displays at the bottom of the user profile form.

Once you see the delegate related list, then

  1. Navigate to All > Self Service > My Profile.
  2. In the Delegates related list, click New.
    If the Delegates related list is not visible, do one of the following:
    • Select a different view, such as the ITIL or Default view, by selecting the Additional actions menu > View > (name of view).
    • Configure the form to add the Delegates related list. For more information, see Configuring the form layout.

     

    1. Select date values from the Starts and Ends fields to set the period of time during which a delegate can work on your behalf.
    2. Specify the responsibilities the delegate will assume by selecting the following check boxes.
      You can delegate:
      • Approvals: The delegate can approve items on your behalf.
      • Assignments: The delegate can view and work on tasks assigned to you.
      • All notifications: The delegate receives a copy of email notifications sent to you, except those marked as Meeting Invitation.
        Note:
        • If the Approvals check box is selected but All notifications is not, the delegate does not receive approvals.
        • If your delegate gets email notifications, they will be the same email notifications sent to you. The delegate may be confused to see "Incident assigned to you" emails, so make sure they know they are a delegate.
  3. Select an active user as your Delegate.