If you are an authorized approver, you might receive an email notification directing you to review a CMDB Data Manager policy task. Approve the task in the CMDB Data Manager legacy build on Core UI (UI 16), to continue its processing, or reject the task to send it to the CMDB Data Manager administrator for a more detailed review.

Before you begin

Role required:
  • data_manager_admin: Full access to policy tasks and can set state to 'Work in progress' of an unassigned task.
  • data_manager_user: Read access to policy tasks and can approve or reject an assigned policy task.

About this task

Authorized approvers for a task are all users in the assignment group of the task, with the data_manager_user or data_manager_admin roles.

For information about using the more advanced CMDB Data Manager in CMDB Workspace, see CMDB Data Manager experience in CMDB Workspace.

Procedure

  1. Navigate to All > Configuration > CMDB Data Manager.
  2. On the CMDB Data Manager landing page, in the Open Policy Tasks tile, select View Open Tasks.
  3. On the CMDB Data Management Task Control list view, select a task to review.
  4. Select the Approvers tab in the related lists section.
  5. In a record where you are the Approver, select the Requested value in the State column.
  6. On the Approval form, set State to your approval choice such as Approved or Rejected.
  7. Select Update.

Result

  1. The Approval field of the task is set to Approved or Rejected.
  2. If the task is approved, then the policy subflow is triggered to continue processing the policy tasks for the target CIs.