As an Automation Service Broker consumer or an Automation Assembler user, you received an email notification about a deployment or day 2 action request that you made. Your request must be approved by a designated approver before it proceeds. If you are an assigned approver, you received an email notification about a deployment request that someone made. In either case, you can use these procedures to understand the approval policy workflow related to deployment requests and how to respond to approval requests if are an assigned approver.

How do I track my requests that require approval

This procedure assumes that you received an email notification about your deployment request is pending approval, or that you noticed that your deployment did not progress.

You receive an email with the name of your deployment and the name of the first approver on the list. The message includes a link to the deployment details where you can track the approvals in the deployment details.

If you received an email about the pending request, you can see the name of your deployment and the name of the first approver on the list. The message includes a link to the deployment details where you can track the approvals in the deployment details.

Prerequisites

Procedure

  1. Select Consume > Deployments > Deployments.
  2. You requested a deployment or a day 2 action on an existing deployment, but you now see message on your deployment card.
    For example, your card displays Create - Approval Pending and lists the names of the approvers.
    Your request triggered one or more approval policies.
  3. For information that helps you track the progress of your request, click the deployment name, and then click the Details tab.
    When the deployment is first awaiting approval, you only see APPROVAL_IN_PROGRESS. After a few minutes the list of approver names are added in the Details column. If the request requires multiple approvers, the approver list updates as an approver responds. With each update, only the pending approver names remain.
  4. When your request is approved or rejected, you receive another email message appropriate to the outcome.
    If the request is rejected, the deployment details History tab displays REQUEST_FAILED and the details column provides the name of the approver and the reason for rejecting the request.

How do I respond to an approval request

As a designated approver for deployment or day 2 action requests made in Automation Service Broker or Automation Assembler, you are tasked with approving requests. If you are an assigned approver in the policy, you received an email notification about a deployment request that someone made. If you are а user with the Manage Approvals custom role who monitors and responds to approval requests, you do not receive a notification.

Some policies might require only your approval, while others require multiple people to approve a request.

If the policy that you are responding to has multiple approvers but only requires one approver, you might see an already approved request in the Approvals page. You do not need to take further action.

If you are managing many requests, you can limit the number of approval requests by using the filter option. For example, rather than all the requests, you can use the Pending for me filter to see only pending approval requests from all levels where you are an assigned approver.

Prerequisites

Procedure

  1. If you are an assigned approver, you receive an email that provides the name of the requesting user, the catalog item, and a link to the request in the Approvals page in Automation Service Broker.
    If you are someone who manages approvals, you can select Inbox > Approvals and continue with the following steps.
  2. Locate the approval card for the notification.
  3. Review the deployment details and the approval details, and approve or reject the request.
    Required approvals are grouped into sequential levels. For example, if you are an assigned approver for deployment requests where level 1 and level 4 policies apply, then the approval details page shows the required approvals from the level 1 policies grouped under the Level 1 category, and the level 4 policies grouped under the Level 2 category.
    If you are a user with administrative rights, you have the following options.
    • Approve full request. You approve the request at all levels where you are an assigned approver. No other approvals are required so the request is approved.
    • Approve current level. You approve the request at all levels where you are an assigned approver. The request is routed to the next level that is pending approval.
    • Approve as an assigned approver. You approve the request at all levels where you are an assigned approver. If there are other approvers who have not responded, the request remains pending and is not routed to the next level until others approve the request.
    If you reject the request, you must provide a reason that is included in the email message sent to the requester.
  4. The system sends an email to the requester indicating that the request was approved or rejected.