Assign approvers to a change project

A Change Project must be validated (or, approved) for changes before being published on the production environment. The approvers can either approve or reject a Change Project.

About this task

Designated users act as approvers for a Change Project. One who creates a Change Project assigns approvers to the Change Project. The creator of the Change Project can also act as an approver for the project, if so designated. A Change Project may have multiple approvers.
You can assign any of the following categories of users as approvers:
  • Team
  • User Group
  • Individual user(s)

To assign approvers to the Change Project:

Procedure

  1. Log in to Sterling™ Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. The My Change Projects dashlet displays a list of the Change Projects that you created along with their status.
  3. Each listed Change Project is a hyperlink. Click the Change Project name to view its details.
  4. The Change Project Details screen is displayed. In the Approvers panel, select one of the following user categories to act as approvers for the selected Change Project:
    1. To assign a user group as approver, select a group from the User Group drop-down list. For example, Item Administrators.
    2. To assign a team as an approver, select a team from the Team drop-down list. For example, Northeast CSR team.
    3. To assign individual user(s) directly as approvers, click Add.
    4. The User search screen is displayed.
    5. Search for the required users by specifying the given search criteria. If you do not specify the criteria, a list of all the available users is displayed. For details on user search, see the topic, Search for an Approver or a Contributor.
    6. Select the users you want to assign to the Change Project, and click Select.
    7. The Approvers section is now populated with the selected users who can approve the Change Project.
  5. Click Save to save the Change Project.

Remove approvers from a change project

About this task

You can unassign any user as an approver for the selected Change Project.

To remove approvers from a Change Project:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. The My Change Projects dashlet displays a list of the Change Projects that you created along with their status.
  3. Each listed Change Project is a hyperlink. Click the Change Project name to view its details.
  4. The Change Project Details screen is displayed. The Approvers panel in the Change Project Details screen displays all the approvers of the Change Project.
  5. Select the approver(s) you want to remove by marking the check box adjacent to the approver names.
  6. Click Delete to remove selected approvers from the list.
    The Delete button is enabled only when you select an approver.
  7. The system prompts you for confirmation. Click Yes to delete the selected approvers from the list.
  8. Click Save to save the Change Project.