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Overview of the Creating Approval Request Process

After you log into the SAM application, the SAM Home page appears listing all requests that you created, all requests that are pending your approval, or all requests across the system.

• There is a list of approval profiles and the Create button that you can use to create new approval requests.
• After you click the button used to create the approval request, the Create New Approval Request page appears, enabling you to enter the unique identifier from your issue tracking system, such as Bugzilla bug number, Jira ID, and so on.
• After you enter an ID and tab out of that ID field, the fields are populated using the information from your issue tracking system (such as the Bugzilla, Jira, and so on) as defined in the profile configuration.

  If a field has been configured for validation, it is displayed with a checkmark (in green) if its value is valid or it is displayed with an alert symbol (in red) if its value is not valid.

• Other than the fields from the issue tracking systems, the Create New Approval Request page displays some additional internally generated fields (such as Approval ID, Approval Status, Last Approver) along with optional Comments and Approval Manager Override fields.
• You can specify one or more software configuration locations (ClearCase branch, Workspace name, and so on) that contain the changes to be approved.
• When you click one of the available action buttons to create a request, the approval request is saved and an email notification can optionally be sent to the assigned approvers.

Explanation of fields in the Home page

• Main Menu button.

  This button appears next to the Home title. Clicking this button displays these options: Home, Administration, and About.

  You use the Administration option to configure and manage the SAM application.

• Create New Approval Request drop-down list.

  This section enables you to select a profile from a list of all available profiles used to create new approval requests.

  The Profile values on the drop-down list are defined by the SAM administrator. For more information, see Managing the Approval Profiles and Creating New Approval Profiles.

• List of Approval Requests.

  This section displays a list of existing approval requests. You can filter the approval request list by selecting one option from the Approval Request drop-down list.

  The available options are My Approval Requests (requests that you created), Pending My Approval, and All Requests.

• Search text box and button.

  Enter an issue tracking ID in the search text box and click the Search button (or click the Enter key on your keyboard) to view the approval request for the corresponding issue tracking record, such as Bugzilla bug number.

• User icon.

  Click this icon to access the User Settings page or Log Out of the SAM application.