- Approval Extended
- Extended approval management module
This module provides the capability to handle a two levels approval process for a user request, with several approvers in parallel on each level.
Automated, rule based, approval mechanism
Two levels of approbation with several approvers in parallel at each level
Approvers can approve or reject a request in one click from an email (no need to have an iTop account)
Passive or active approval
Configurable timeout delay
Graphical view of the approval status on each ticket
|2016-11-30||1.2.2||- Bug fix on the approval brick (in the case of a ticket being reopened) - Bug fix: service details missing from the notification (when used with Request Templates) - Bug fix: using HTML entities like “<” did break the email and the approval form|
|2016-08-09||1.2.1||- XML-based implementation in order to ease some customizations - include a library for the support of approvals in the enhanced customer portal (requires further customizations though)|
|2016-07-11||1.2.0||Now requires iTop 2.2.0! - Bug fix: “Portal users” redirected to the customer portal when trying to approve - Date and time correctly formatted (if iTop version >= 2.3.0) - Hide the shortcut buttons (Assign) on the ticket creation page, ONLY IF there are some approval rules in the DB - Prevent overflow of interval to the next day when dragging/dropping intervals in the calendar|
|2015-09-30||1.1.3||Disable the standard attributes UserRequest::approver_id and approver_email, as they do not make sense when this module is installed. Removed the “plus” button from the Approval Rule edition form, to workaround a bug in the coverage windows creation form (when shown as a dialog, requires a fix in the core of iTop, related to the component “SLA With Coverage Windows” version >=2.1.0, or the module “combodo-coverage-windows-computation>=2.0.0)|
|2014-12-18||1.1.2||Manually send a reminder ; Support of several executions on the same ticket (works retroactively with data recorded prior to this version) ; Record something into the log even if the comment is left empty (was already done when bypassing the process) ; If an approver already gave her answer the approve/reject menus must be hidden ; If a user bypasses the process, and if her account has a contact defined, then the identifier of the user (shown in the header of the new log entry) must be the contact friendly name (not the user login) ; Changed the misleading message “is now complete with failure” into “is now complete with result REJECTED” ; Prevent the CRON from creating one CMDBChange record per minute ; Fixed typos in the french dictionary ; Changed the module name (internal)|
|2014-04-24||1.0.3||Better error reporting when an email address is wrong or missing. In particular when the module has just been installed, the configuration entry sender_email is left empty and this produces a scary error message when the email transport is SMTP|
|2014-03-07||1.0.2||Integration of the German translation (thanks to ITOMIG GmbH)|
|2014-03-05||1.0.1||First release (fixes a bug found the prototype: always approve on timeout, whatever the setting in the approval rule)|
Requires iTop 2.2.0.
Download the package and expand the 3 folders “approval-base”, “combodo-approval-extended”, “combodo-sla-computation” into the “extensions” directory of iTop.
If you have already installed iTop, make sure that the configuration file
conf/productionis NOT read-only.
Finally check the module “Extended approval scheme(on user requests)” in the list of extensions at the end of the interactive wizard. Then complete the installation.
email_senderto ensure a consistent eMail delivery.
The following settings are available to configure the module:
|approval-base||email_sender||string||Sender eMail address, as seen in the approval email. If left blank, sending the email will likely fail.|
|approval-base||email_reply_to||string||Default “reply to” eMail address for the approval email.||(optional) defaults to email_sender|
|approval-base||comment_attcode||string||Attribute into which the user comments will be reported. Can be a case log or text. The comments are all aggregated. Note: the comment can also be viewed as a tooltip.||(optional)|
|approval-base||list_last_first||boolean||In case several executions occur, drives the order in which the results of the executions are displayed (vertically).||false|
|approval-base||enable_reminder||boolean||Enable the feature “send a reminder”.||true|
|approval-extended||enable-admin-abort||boolean||Allow defined profiles to bypass the approval process. Profiles allowed to bypass the process are defined in the variable bypass_profiles.||true|
|approval-extended||target_state||string||state that may trigger the approval process||default “new”. Warning: the transition wait_for_approval has to be defined for this state.|
|approval-extended||bypass_profiles||string||CSV list of profiles. Having any of the given profiles is sufficient to be allowed to bypass approval processes. Set to an empty string to deny the feature to anybody.||Administrator, Service Manager|
The following standard settings might be of interest when setting up the approval feature:
When a User Request is entering the state new, the approval engine verifies if there is an approval rule defined for the corresponding service subcategory. If yes, then the state of the user request is set to wait for approval and a notification is sent to the approvers defined in the approval rule. Only the approvers corresponding to the first level are notified. Once the request is approved, and if a second level has been defined, then the second level approvers are notified. Should the approval be rejected (by an approver, or on timeout), then the process finishes in any case.
The email contains a web link to display the web page to approve or reject the request. The approver does not need to login into iTop (the links contains that information).
The approvers will have a delay defined in the approval rule to give their answers. This delay takes into account the coverage window defined in the approval rule.
Once the approval delay has expired, the approval process terminates. The result (approved or rejected) is then taken in the property Automatically approved if no answer at Level 1/2 of the approval rule.
The User Request will then continue its way through its lifecycle, depending on the approval status: rejected or approved.
Create approval rules
From the Service Management menu, click on Approval rules:
The pages show a list of already defined approval rules. Click on the button “new” to create a new one:
An approval rule is identifier by it name. The coverage window is used to compute the approval delay.
The fields “Approval level1” and “Approval level2” define, via
an OQL query, the list of approvers for each approval level. These
queries must return elements having an email attribute (e.g. Person
or Team). It is possible to use the place holders
:this->attribute that make reference to the
attributes of the user request.
:this->caller_id for the caller,
:this->service_id for the service … All attributes
defined in the data model for a service request can be used.
The field “Automatically approved if no answer ” determines if the request will be approved or rejected if there is no answer after the defined delay.
The field “approval delay (hours)” defines the delay in hours for each level of approval.
Once the approval rule has been defined, you can assign it to a service subcategory, either from the approval rule itself (tab Service subcategory) or from the service subcategory:
My ongoing approvals
From the Helpdesk menu, click on Ongoing approvals:
The page shows a list of the User Requests having an approval process running, and for which your approval is being requested:
Approve or reject
From the user request, open the Other actions menu and select Approve or Reject:
The approval form is displayed:
After the reply has been given, you are redirected to the user request and a banner reminds you the outcome of your reply.
Bypass the approval process
If you are an administrator, and if the setup allows it, then you have a menu to bypass the process:
The approval form is then a little different than the standard reply form: it reminds you that bypassing the process is a little different.
As soon as a user request has been through an approval process, the tab Approval status shows detailed information about the ongoing or terminated approval.
In the above example, the deadline is displayed in bold: 21st of january at 12:47.
Click on the button “send a reminder” to send a new message to the approver (confirmation required). This feature can be disabled by setting the parameter enable_reminder to false.
After the reply has been given, the status appears in clear:
Move your mouse over the image next to the approver's name, and you will get the date of the answer and her comment if any has been given: