CAB Recommendation

You can proactively seek recommendation and approval from the CAB for a change request when the change is in the CAB Evaluation stage.

Users with stage edit permission can directly create approval levels from the Approvals tab of the current stage. If an approval level is awaiting approvers response, you can also add approvers to speed up the process.

To seek recommendation, go to the CAB Evaluation tab on the change details page, select the required CAB member from Approvals, and click Send For Recommendation.

Compose and then click Send in the dialog box that is displayed.

You can customize the notification content under Setup > Automation > Notification Rules > Change > Customize Notification Template.
 

Delegate Approvals

Approval delegation allows you to assign a user on your behalf to approve a request. After delegating the request, you cannot approve/reject it. However, you can revert the delegation and take action if the approval is pending.

To delegate an approval, SDAdmins must enable permission under Setup > Automation > Delegation. Click here to learn more.

To Delegate Approvals

• Click  beside the approval comment.

• Select a user from the drop-down list and click Delegate. The backup approver cannot reassign the approval request. They can either approve or reject it.

• To revert delegation, click Revoke Delegation below the approval comment. 

The backup approver will be notified when the delegated approval is revoked. To configure revoke notification, navigate to Setup > Automation > Notification Rules > Other Notifications. Under delegation notifications, enable Notify backup approver when the delegated approval is revoked.

SDAdmins can enable Ad-hoc delegation in the admin settings to allow:

• Users to delegate and revoke their approvals.
• Technicians with SDChangeManager role to delegate and revoke all approvals within their scope.

You can also delegate approvals from My Pending Approvals  in the header menu and the approval link received via email.