The system can be set to require request approvals automatically. For this, automatic approvals need to be set for a certain process status. Status-based approvals can be set for all statuses, except for "Closed" and exceptional statuses.

If the request is in the approving status, or if the transition from the current status to the approving status is possible and the request is not under approval already, the solver/operator can have the request approved using the Home – Approving – Have approved command:

Following the selected approval scheme
By a specific person

Approvers use the ALVAO WebApp to approve/reject requests.

Recommended Methods To Approve Requests

We recommend linking approval schemes to the first status that the service uses for initial approvals of requests, typically CHM and RF:

Modification request (CHM), e.g. request for modification to SAP.
The first status that the service uses is called Approving. This status is set as the approving status with automatic approvals based on the approval scheme. The approval is provided by a key user or head programmer.
Request fulfillment (RF), e.g. a request to purchase a mobile phone.
The first status that the service uses is called Approving. This status is set as the approving status with automatic approvals based on the approval scheme.
The approval is provided by requester's manager.

Once the approval process has been completed, the request status will automatically switch to the respective final status set in the behavior for the Approving status. When the approval status has been switched to the final status, the system will check whether the final status uses automatic approvals. If this is the case, the approval process will be initiated based on the settings for this final status.

If there are more steps for approvals or decisions in the request lifecycle, we recommend creating and setting up statuses within a workflow with a suitable name, such as e.g. Analysis Approval. These statuses should be set as approval statuses and they should be using suitable final statuses. If this is an approval status with automatic approvals, the approval process will be initiated following the request transition to this status. If the status is set to manual approval initiation, you will be able to use the Have approved function in this status.

If the approver is a person who is not acting as a solver in SD or who shouldn't enter the process directly, we recommend sending a message (e-mail) to the approver and request the approval in the message body. The message body can be made ready for use as a template in the Knowledge Base. You should switch the request to the next status manually only after the approver has answered your e-mail message.

If the approver is a person who is supposed to enter the process directly, we recommend handing the request over to the solver and using a message to request approval or decision. The request will be then switched to the next status by the solver who has approved of the request.

Note:

You can leave a message for approver when starting the approving manually using the Have approved command.

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