Approve Service Requests - List Page

The Approve Service Request list page serves as a core hub for Approvers to efficiently review, assess, and approve Service Requests (SRs). From navigating through pending SRs to approving them, Apex provide functionalities and features that empower Approvers to streamline their decision-making process. With a focus on visibility, and efficiency, Apex helps in easing the SR approval process and enhance overall IT service delivery.

View Service Requests to be Approved

Approvers can log into Apex to view and approve SRs. The well-organized list page of SRs will significantly enhance the productivity, efficiency, and effectiveness of Approvers. They will have the right information they need to effectively approve SRs in a proactive manner.

To view the list of SRs to be approved, perform the following steps:

1. Click Service Management.
   Figure: Dashboard
2. Navigate to the left menu by hovering the mouse to the left of the screen.
3. Click Service Request > Approve Service Requests to view the list of all the SRs assigned to you as an Approver. (Refer the below screenshot)
   Figure: Select Approve Service Requests
4. List page of the SRs is displayed. (Refer the below screenshot)
   Figure: Approve SRs - list page

There are different columns, tabs, and rows in the list page of Approve Service Requests.

The different tabs on the top (refer the below screenshot) displays the list of SRs assigned to the Approver for a particular Tenant. Click on individual tabs to view the list of SRs from that Tenant. Figure: Approve SRs - tenants

View

You can change which SRs are displayed in the list page by clicking View option.

1. Click View to add a new view to the SR list page. You can also select a View from the already Saved Views options.Figure: View SR
2. When you click the Select View, the following dropdown menu is displayed:Figure: Saved Views
3. Select which view you want to apply to the SR list page.

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation.

To apply filters on all the columns, perform the following steps:

1. On the Approve Service Requests list page, click Filters icon on the top left corner just above the list of forms.
   Figure: Filters

You have the provision to add new advanced filters or to use saved view with pre-defined filter conditions.

Advanced Filter

The Advanced filters allows you to define filter conditions at more granular level with additional filter options.

1. Clickicon to add advanced filter in the Approve SR list page.
2. A pop-up screen appears where you can add new filter sets with conditions to the list page. (Refer the following screenshot)
   Figure: View - Advanced filter
3. Click Add Filter Set to add a new filter to the Approve Service Request list page. The following screen appears:
   Figure: Add Filter Set
4. In the Field section select a column from the dropdown menu to which you want to add new filters.
5. Once you select Field value, the Operator column will populate the corresponding operator values in the dropdown menu. Select the Operator. You can select only one option.
   Figure: Advance filter - Operator
6. Once you select Operator, the Value column will populate the values in a drop down menu. This is a multi value field and you can select multiple options. (Refer the following screenshot)
   Figure: Advance filter - Value
7. Click Apply to implement the newly set advance filters on the list page. 

The following table describes the fields and description of Advance Filter pop-up.

Field Name	Description
Field	Select the field from the available list of options.
Operator	Specify the operator for the condition. Available options are as follows: Is  Is Not Is One Of Is Not One Of Is Anything Is Empty Is Not Empty Dynamic
Value	Specify the field value for the selected operator.
	Click Delete icon to delete any filter conditions.
	Click Add icon to add one more row to add filter conditions.
Clear All	Click Clear All to remove all filter conditions.
Cancel	Click Cancel to remove a specific filter condition.
Apply	Click Apply to remove apply a specific filter condition.

The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. A sample screenshot is shown below:

Figure: Filters Count

Filters in individual column

You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
   Figure: Filters - popup
   
   
3. Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
   
   
4. Select the option to compare the data based on the conditions. Available options are as follows:
5. • Starts With
   • Contains
   • Not contains
   • Ends with
   • Equals
   • Not equals
   • Less than
   • Less than or equal to
   • Greater than
   • Greater than or equal to
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
     Note

     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for toggle switch Active:

     • Active
     • Not Active 
6. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Search

Search a specific SR in the list page by using the Search bar present on top of the Approve Service Request list page. You can type the SR ID, or any other keyword in search bar  to search a particular SR. (Refer the following screenshot)

Figure: Approve SR - Search

Export

Export the current or all the list pages of the SRs in a Excel format using the Export icon. (Refer the following screenshot)

Figure: Approve SRs - Export

Once you click the Export icon, it will give you options to export all the pages or only the current page in an Excel format. (Refer the following screenshot)

Figure: Approve SRs - Export options

Bulk Approval

Bulk Approval functionality on the list page of Approve Service Requests enables Approvers to efficiently review and approve multiple SRs simultaneously. This streamlines the approval process, saving time and effort by allowing batch processing instead of handling each request individually.

To bulk approve multiple SRs, perform the following steps:

1. Navigate to the list page of Approve SRs.
2. Clickicon on the top corner of the list page. Refer the below screenshot:
   Figure: Bulk Approval icon
3. Click on the checkboxes next to the SRs which you want to approve. Refer the below screenshot:
   Figure: Select SRs
   
   You can also select all the SRs in a page at once by clicking on the common checkbox at the top. Refer the below screenshot:
   Figure: Common checkbox
   
   The number of selected SRs for approval is displayed as a badge on theicon. Refer the below screenshot:
   Figure: Bulk Approval icon - badge
4. Click. The following pop-up is displayed:
   Figure: Bulk Approval - pop-up
5. Select Approve or Reject from the dropdown menu of Approval Status. Refer the below screenshot:
   Figure: Approval Status - dropdown menu
6. Provide any additional remarks in the Remarks field.
7. Click Submit. If you do not want to bulk approve or reject the SRs, click Cancel.