5 Managing Template Items Approval Status

Prerequisites for Managing Template Items Approval Status

Each configuration item (entry) added to an enterprise template or custom template (Pending status) must be approved (Approved status) before distributing to properties. You can also reject, archive or delete configuration entries not required.

Approving Configuration Items

Tip:

Select All or Pending status.

  1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

  2. Select the template code link in the search result or click ManageManage Configuration icon
    1. Select a Configuration Main Group, then select a Configuration Option and click Edit Edit icon to edit the details.

    2. Click Manage Pending Approvals.
      1. Select the item, then select Approve from the Status list.

      2. Repeat for each item requiring approval.

      3. Click Confirm.

Rejecting Configuration Items

Indicates a configuration item has been reviewed but is not approved for distribution.

  1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

  2. Select the template code link in the search result or click Manage Manage Configuration icon
    1. Select a Configuration Main Group, then select a Configuration Option and click Edit Edit icon

    2. Click Manage Pending Approvals .
      1. Select the item, then select Rejected from theStatus list.

      2. Repeat for each item requiring approval.

      3. Click Confirm.

Deleting Configuration Items

You can delete configuration items in Pending status.

Tip:

Select Pending status.

  1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

  2. Select the template code link in the search result or click Manage Manage Configuration icon
    1. Select a Configuration Main Group, then select a Configuration Option and click Edit Edit icon

    2. Select the Code in the search result, then click Delete Delete icon

Archiving Configuration Items

You can archive Approved or Rejected configuration items to prevent distribution to new properties.

  1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

  2. Select the template code link in the search result or click Manage Manage Configuration icon
    1. Select a Configuration Main Group, then select a Configuration Option and click Edit Edit icon

    2. Select the Code in the search result, then click Archive Archive icon

Unarchiving Configuration Items

You can unarchive configuration items and revert to Pending status for review.

Tip:

Select Archived status.

  1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

  2. Select the template code link in the search result or click Manage Manage Configuration icon
    1. Select a Configuration Main Group, then select a Configuration Option and click Edit Edit icon

    2. Select the Code in the search result, then click Unarchive Unarchive icon