Using CA Service Catalog for Administrators › PDA Approval › Approve and Reject Requests Pending Action from a PDA

Approve and Reject Requests Pending Action from a PDA

After the CA Service Catalog administrator has finished setting up CA Service Catalog for PDA approval, approvers can approve and reject requests from their PDAs. Depending on the setup specified by the administrator, you may be able to approve or reject any or all of the following in each request pending action you receive:

• Entire requests
• Individual services
• Individual service options

To approve and reject requests pending action from a PDA

1. Using your PDA, open the request approval email as soon as possible after you receive it.
2. Review the services and service options in the request and the assigned users. Decide whether to approve or reject the request, services, or service options assigned to you. Before doing so, you can optionally view further details in the request.

   Your organization can use policies to manage requests and thereby direct that only the users assigned by the policy (rather than any other users) approve or reject requests, services, and service options. In such cases, approve or reject only the individual services and service options explicitly assigned to you, even if you have proxy authority to approve or reject other users' requests pending action.

   Do not approve or reject an entire request pending action unless all services and all service options in the request are explicitly assigned to you.

3. Click the link for the action you want to perform.

   Depending on how the administrator set up the request approval email for PDA approval, you may see only a subset of these options, for example, only the options for approving or rejecting entire requests or only the options for approving or rejecting individual service options.

   Approve Request without further review

   This option approves all the requests pending action that are assigned to you.

   In addition, this option approves all other requests pending action remaining for the request, if your role permits you to do so, even if you are not the assignee. For example, if your role is Service Delivery administrator (named spadmin by default), you can approve all requests pending actions for all requests.

   Approve Service without further review

   This option approves the highlighted service in the request pending action; the service assigned to you is highlighted in the request summary.

   Approve Service Option without further review

   This option approves the highlighted service option in the request pending action; the service option assigned to you is highlighted in the request summary.

   Reject Request without further review

   This option rejects all the requests pending action that are assigned to you.

   In addition, this option rejects all other requests pending action remaining for the request, if your role permits you to do so, even if you are not the assignee. For example, if your role is Service Delivery administrator (named spadmin by default), you can reject all requests pending actions for all requests.

   Reject Service without further review

   This option rejects the highlighted service in the request pending action; the service assigned to you is highlighted in the request summary.

   Reject Service Option without further review

   This option rejects the highlighted service option in the request pending action; the service option assigned to you is highlighted in the request summary.

   Review the details

   This option displays the CA Service Catalog login page, so you can log in and review the additional information about the request to help decide whether to approve or reject it.

   If you chose to log in to CA Service Catalog, complete the remaining steps.

4. Enter your user ID and password to log in to CA Service Catalog when prompted, if applicable, as follows:

   If your implementation uses direct email approval, you are not prompted or required to log in to CA Service Catalog to complete the action.

   • If your user ID is pre-populated, enter your password.
   • If the approval email is sent to a user group or to multiple individual users, then the user ID is not pre-populated, and you must enter both your user ID and password.

   If your implementation is using logged in approval, each option prompts and requires you to log in to CA Service Catalog. After your login credentials are validated, the action is completed, and a confirmation message displays.

5. Do the following if you require more information than you can view using the PDA, or if you cannot complete required fields on a form. These steps also apply if you are unable to approve or reject the request for any reason.

   Do not use your PDA to approve or reject any request, service, or service option that brings concerns or questions to mind, especially for services that include forms requiring your input. At publication time, browsers for some PDAs (especially older ones) display only limited information about the request.

   1. Cancel your action to use the PDA to approve or reject any service or request of concern.
   2. Log in to CA Service Catalog from a laptop or desktop computer.
   3. At that computer, review the complete request details and approve or reject the service option, service, or request of concern.
   4. If applicable, enter any input required on forms.
6. If applicable, click Logout to exit CA Service Catalog from your PDA.