Using Policies to Manage Requests › How to Specify Assignees

How to Specify Assignees

To specify assignees for a policy, follow this process:

1. Decide how many approvers and how many levels of approval to specify, based on the needs of your organization.
2. Decide whether to use the Action Builder or an API plug-in to specify assignees. The Action Builder lets you manually find and select one or more assignees for one or more levels of approval. An API plug-in performs this task dynamically and programmatically.

   Use the following use cases as guidelines:

   • One known user is the assignee. Use either the Action Builder or an API plug-in.
   • Multiple known users at specific levels comprise the list of assignees. Use either the Action Builder or an API plug-in.
   • You query an external system for data used to specify the assignees. Use the API plug-in.
   • The identities and number of assignees vary, depending on the data supplied in the request. Use the API plug-in.
3. Perform one of the following actions:
   • Use the Action Builder to specify assignees
   • Use an API plug-in to specify assignees

The Catalog system searches for and assigns approvers and fulfillers in the following order of preference:

1. A relevant policy
2. The management hierarchy of the requestor
3. The Service Provider administrator (spadmin)