Change Advise Boards (CABs)
In this guide we will cover: – Creating a CAB – Importing CAB Members via Entra – Microsoft Teams Notifications – CAB Roles – Adding a CAB to an Approval Process Admin Guides: Approval Processes Related Guides: Approval Process Approvers Approval Processes Overview Internal Quote Approvals A Change Advise Board is a set group of […]
Approval Process for a Users Department Manager
In this guide we will cover: – Head of the Users default Department – Create an Approval Process for The Users Manager to Approve Head of the Users default Department Should the End-User be part of a Department, the member of that Department that is marked as the Head of Department will be used as the […]
Approval Processes Overview
In this guide we will cover: -What are approval processes and when are they used? -Creating an Approval Process -Settings against the approval process step -Triggering an Approval Process -Approving -Overriding Approvals -Delegate approvals -Example Approval Process Associated Administrator Guide: Approval Processes What are approval processes and when are they used? Approval processes in Halo […]
Performing Ticket Approvals via API
1. Get Ticket Information First, retrieve the ticket details by making a GET request to: /api/tickets/{ticket_id} The response will contain an approvers array. Each approver entry contains: name – The approver's display name emailaddress – The approver's email user_id – The approver's user ID seq – Required for approval submission actionnumber – Required for approval […]
Approval Delegation
In this guide we will cover: – Ad-hoc Approvers – Enabling Delegation – Breakdown of Achieving Approval Delegation Ad-hoc Approvers Within Halo we can set Approval Users to Delegate their approvals if required. This is done through enabling a few settings in various areas of Halo. Time durations can also be set for delegation, so […]
Approval Process Approvers
In this guide we will cover: – "Approve by" Options – Approval Overrides – Approver Notes Admin Guides: Approval Processes Related Guides: Approval Delegation Approval Processes Overview Approval Process for a Users Department Manager "Approve by" OptionsIn order to get to this menu, you will need to head to Configuration > Tickets > Approval Processes […]
