Review / Approve / Decline New Procedures
The process to review / approve / decline new Windows and Mac procedures are same.
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New custom script procedures are given an initial status of 'Created'.
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Custom script procedures must be approved before they can be added to a profile.
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Custom patch procedures do not require approval.
The review/approval process:
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Script writer -
Go to 'Assets' > 'Configuration Templates' > 'Procedures' and create a new script procedure.
Save the procedure in 'My Procedures' (or a sub-folder).
The procedure will have a status of 'Created'.
Click the name of the new procedure to open its configuration screen.
Click the 'Ready to Review' button
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Approver -
Receives a notification that a procedure requires approval.
Go to 'Assets' > 'Configuration Templates' > 'Procedures'. Open the procedure details page.
Click 'Approve' to commit the script and make it available for selection in profiles.
Click 'Decline' to reject the script.
Notes:
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The writer and approver in the example above can be the same person.
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The permissions required to approve a procedure are:
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'manage.procedures' and 'manage.procedures.manage'
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Both these permissions are pre-enabled in the 'Admin' and 'Technician' roles
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Make sure these permissions are enabled in a custom role if its members are to approve procedures
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Approved procedures can be selected and added to a profile.