Your first week
This guide helps requesters and approvers handle everyday requests with Actagate. During your first week, try manager setup, submission, approval, returns, and reviewing issued items.
Check your manager and submit a request on day one
Section titled “Check your manager and submit a request on day one”- Ask an administrator to set your manager using Members and approval groups. With Slack, you can also use
/actagate setup @your-manager. Your manager is set to someone other than yourself. - Follow Using the request screen to select a catalog item, fill in the form, review the execution plan, and submit. Request details show the pending approval steps and planned work.
Approvers read the changes that will execute
Section titled “Approvers read the changes that will execute”- Follow Reading an approval card to check changes, cost, execution method, and plan hash. Without Slack, use the Web approval queue. You can identify what approval will trigger.
[Screen: approval card]
The card shows changes, cost, execution method, and plan hash.
- Follow Approve, reject, or return to make a decision. If corrections are needed, return the request with a reason describing what to change. The requester receives the decision and reason.
Read the return reason and resubmit
Section titled “Read the return reason and resubmit”- Requesters can follow Returns, withdrawals, and resubmission to read the reason, correct the inputs, and resubmit. Approval starts on a new request, leaving the original record intact.
Check your issued items at the end of the week
Section titled “Check your issued items at the end of the week”- Follow Check what you have and open “What you have” on the Web to review issued accounts and permissions. After execution finishes, you can check expiry and the source request for each issued item.