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 […]

Problem and Change Management Using Fully Configured Workflows

In this guide we will cover: – Raising Problems – Dynamic Visibility of the Service Status Note – The Problem/Resolution Finder – Workflow Progression when the Cause is Identified – Workflow Progression when the Cause is Not Identified – Suggested Articles on the Ticket Creation Screen of the Portal Associated Guides: Workflows Change Management Ticket […]

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 […]

Software Releases

Guide Content:  Jira Integration Change Management Halo provides the ability to track and manage software releases for products your company supplies.  To enable this feature, head to the Configuration panel and ensure that the 'Software Releases' module is activated: Once activated, you will be able to begin configuring the Software Releases area! Configuration  The first […]

Change Management

In this guide we will cover: – Change Management Explained – Types of Change – Change Management Tab – Approval Processes – Approval Step on a Workflow – Change Freeze Periods – Asset Dependencies – Change Calendar – Date Dependencies Associated Admin Guide:  Change Management  Change Management When a change request ticket is raised, this should […]

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 […]