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General Approval Ticket Operations

CA RCM includes function buttons in ticket layouts. Depending on the purpose of the ticket, the following operations are available to you in tickets:

Note: This list describes options available to participants in the approval phase of a campaign, or in role management processes. In tickets for the initial review phase of certification campaigns, many of the operations listed below are represented by icons.

Close

Closes the ticket.

Save

Saves the changes made to the ticket.

Delegate

Transfers the ticket to another manager.

Escalate

Transfers the ticket to a higher-level manager.

Acknowledge

Archives the ticket.

Add Comment

Adds a comment to reviewed entities in a ticket.

Add Attachment

Adds an attachment or URL to reviewed entities in a ticket.

View Transaction Log

Displays a history of actions related to the ticket.

View Parent

Opens the parent ticket of the current ticket.

View Children

Opens the child tickets of the current ticket.

View [Entity]

Opens an entity browser window with details of the entity under review.

View Initiators

Displays a list of the creators and owners of the current ticket.

Save and Reassign

Saves changes to the ticket and lets you select a new owner for tasks that you reassigned.

Hide Selected/Show All

Hides entities whose links have already been reviewed. When there are hidden entries, the Show All button appears.

Note: A sub-group of review tasks is hidden only if all tasks of the sub-group are complete. Partially complete sub-groups are not hidden.

Consult/View Consult Results

Sends a copy of the specified review tasks to other users to see how they would decide. When you have initiated consultation, the View Consult Results button appears.

Start Process

Activates approval tasks in a certification campaign or role management process.

Cancel Process

Stops approval tasks in a certification campaign or role management process.

View Statistics

Displays the status of all the child tickets of the current ticket.

Check Violations

Displays the business process rules or statistical measures that the links under review violate.

More information:

Administrator View / User View