Customize team approval settings in SRM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add an approval process to your Service Reliability Management 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.

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

    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 (or use the keyboard shortcut) 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 fulfilment 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.
        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 the Request record.