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Transfer Your Own Requests Pending Action

You may need to transfer a request pending action assigned to you or other users when you or other users become sick, use vacation time, or otherwise become unavailable to perform or approve an assigned task.

All users can transfer their own requests pending action. However, only CA Service Catalog administrators or other CA Service Catalog users with the required access control setting can transfer other users' requests pending action.

For detailed background information and rules about transferring requests and performing related tasks, see Handle Requests Pending Action and Rules for 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 to display requests. 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 in your queue appear. These requests are to be approved, rejected, fulfilled, and so forth.

  3. Click the name of the request of interest to open it.

    The Requests Details window appears, displaying the details of the request you just opened.

    The details for the selected request appear, with a Requested Services section at the top of the screen. That section lists all services in the request. If the request contains multiple services, you can transfer them either individually or in groups of two or more at a time.

    Note: A service can be transferred if you can select it. If you cannot select the service, it cannot be transferred. For example, a multi-service request may contain one or more services that are not pending approval or fulfillment and therefore cannot be transferred.

  4. Select the service or services and click Transfer.

    The Search User window appears.

    Note: The Search User scope is based on the administration configuration of either all users (global) or only users in the same business unit. For details about setting this configuration, see the sections describing the Administration, Configuration, Options menu in the "Configuring" chapter of the Implementation Guide.

  5. Review the list of users and select one user to whom the selected services are transferred.

    You return to the Requested Services section. In the Item Status column, the selected request or requests are marked for Transfer to username, where username is the user to whom you transferred those requests.

  6. Verify that the correct user is designated for the transfer and click OK.

    The request pending action is transferred to the user you specified.