HP Service Manager Documentation: Request Management
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Request Management
Request Management User Profile
What is an approval group?
Printing lists and detail records in Request Management
Security and access
Environment records
Edit environment records
User profiles
Add a profile
Edit a profile
Related records
Associate a request with a related record
Open a related record
Posting
Post data using a link record
Macros
Access the macro lister
Catalog operations
Model table
Modelvendor table
Vendor table
Categories
Request categories
Master catalog categories
Add a master category
Line item categories
Access a line item view
Add a line item category
Add a line item phase
Phantom line items
Designate a model file as a phantom
Number control reset application
Reset the number control application
Phases
Add a quote phase
Add an order phase
Catalog view
Structure of the catalog
Model view
Add information to the model view
Modelvendor table
Vendors
Vendor table
Approvals
Approval classes
Approval sequence
Approval components
Approval status
Approval files and features
Approval actions
Using approvals
Group records
Approval type group options
View approval type group options
Approval definitions
Access approval definitions
Approval log
Access approval logs
Approval groups
Add group records
Edit group records
Setting up approvals
Gen by items
Open a quote
Access approvals from the search screens
Approval delegation
Administering approval delegation
Enabling approval delegation
Approval delegate qualifications
Enabling approval delegation for custom approvals
Example: Enabling custom approvals for Problem Management
Example: Enabling Approval Delegation for custom Problem Management approvals
Global variables available for approval delegation
What happens when I receive delegated approval authority?
Temporary rights of an approval delegate
What happens when I delegate approval authority?
Delegate approvals to another operator
Update an active approval delegation
Disable an active approval delegation
Copy an approval delegation
Views available for approval delegation
Alerts, Events, and Messages
Alerts
Alert processing
Alert definitions
View an alert definition record
Alert log file
Access the alert log file
Access the alert log when viewing a quote line item or order
Access phase definition alert controls
Events
Request Management event services
Request Management event controls
Request Management events table
Defining additional events
Process external events from SCAuto
Events and messages
Add new events
Create a background event record
Event names and definitions
Example event string start sequences
External event services
Line item events
Messages
Message classes
Add a message class record
Notification engine
Open the notifications file
Quote events
Quote options
Orders
Order generation process
Locks
Background processing
Order generation methods
Order events
OCM check availability schedule record
Batch ordering
Processing control fields
Routing orders to external purchase systems
Prepare for background ordering requirement
Closing and receiving
Closing and receiving order line items
Close an order
Receipt verification
Confirmation
Receiving log
Link records
Format control and link records
Pre-implementation planning
The catalog
Master catalog
Master catalog sections
Phases
User data entry
Order process
Notifications and alerts
Closing a quote
Closing and receiving order line items
Configuration Items
Reporting
Auditing
Process validation
Logical actions
Number controls
Record modification classes
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