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Fulfill Your Own Requests Pending Action

Fulfilling requests pending action is the final essential step in the process of managing requests from creation through fulfillment. All CA Service Catalog users can fulfill requests pending action assigned to them; that is, requests in their own Requests Pending Action queue. However, only administrators and users with the required access control settings can fulfill other users' requests pending action.

Follow these steps:

  1. Click Home, Requests.

    The Requests page appears.

    Note: If applicable, click the My Requests drop-down list on the Requests page. The Requests page can either display requests directly or provide access to them indirectly through the My Requests drop-down list. Administrators optionally configure the page to use either setup.

  2. Click Pending My Action.

    The Requests Pending Action window appears, listing the requests in your queue to be approved, rejected, fulfilled, and so forth.

  3. Locate the request and click the Fulfill icon in the Actions column.

    The Fulfill Request window appears.

    Note: The Fulfill Request window displays similar information to that shown in the Request Details window.

  4. View the details of requested services, including their statuses.
  5. Focus on the services for which you are assigned a fulfillment task.

    The status of each service option matches the status of the service during the fulfillment phase of the request life cycle.

    Note: Typically, the Status drop-down list includes several options; the names of these options and the order in which they appear are specified in the requestshared.xml file. To update the values and the order of the options in the Status drop-down list, modify the requestshared.xml file to include the status values you want in the order that you want them to appear. For details about modifying the requestshared.xml file, see the "Customizing" chapter of the Implementation Guide.

  6. Decide and select the next status for each service for which you are assigned a fulfillment task. Possible statuses include Check Availability, Pending Procurement, Ordered, Shipped, Being Staged, Fulfilled, and Fulfillment Cancelled. The exact statuses available may vary, based on the business processes of your service provider. Two significant statuses are Fulfilled and Fulfillment Cancelled, both of which end the fulfillment process for that service option.
  7. Optionally add notes or attachments as supporting documents.
  8. When you are finished, click OK.

    You are returned to the Request Details window. If you return to the Pending Action list after all pending action assigned to you have been completed, the request is removed from your list. If the fulfillment task was assigned to more than one user or a group, once any assigned user completes that pending action, the request is removed from the Pending Action list for all assigned users. If the request contains multiple services, it is not removed until either all services are either fulfilled or have their fulfillment cancelled.

    Note: After you have indicated your fulfillment actions by changing the status of the services for which you were assigned a fulfillment task, your service provider's fulfillment processes may require additional fulfillment steps; in such cases, the next fulfiller is assigned a fulfillment task.