Customize service approval settings in SRM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Add an approval process to your services 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 Service 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 service in SRM or associate an existing service with SRM.
    4. Select one or both processes by selecting the appropriate check box.
      Approval requirement types:
      • Approval is required when creating a new service in SRM:

        Requires approval when creating a new service for SRM, and assigns it to the team responsible for new services.

      • Approval required when associating an existing CMDB service within SRM:

        Requires approval to add an existing service to SRM, and assigns it to the team responsible for existing services.

    5. Enter or select the team responsible for approvals.
    6. Select Save.
      This action initiates the approval process and assigns approval to the team responsible for approving the new service.
      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.