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Topics started by Marc LBBW

1 Topic

M
Apprentice
Marc LBBWApprentice
asked in Portal/Knowledge Base

Setting up Change Management

We implemented Incident mgmt. and I’m now setting up Change Management in FreshService. I have two challenges at the moment I could use some help with: Approvals at specific phases. So I made a few different workflows such as minor change and major change. They have different phases set up in “Change Lifecycle”. And require different approvals. I set up CAB and other approval groups. To go from one phase to the next I can manually select “request approval” but I want the workflow to automatically add approvals before going to the next phase. So not optional (manually) but mandatory (automatic). In the transition to a next phase I can add a condition that “approvals are approved” but I cannot make it mandatory. In short: how do I add mandatory approvals for transition to the next phase in CM?Agents can “request for change” on their main page. And they will see all change fields that can/must be filled up. Requesters can only submit a change through the requester portal. There only a few

3
zachary.king
Skilled Expert
11 months ago

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