TDX Approvers: Find and Approve Your Requests in TDClient

A person who is designated as an approver in TeamDynamix (TDX) can use either of two methods in this article to approve or reject an Access Request Form (ARF).

• Option 1: Using the TDX-Generated Email Link
• Option 2: Using the TDX Client Portal

Option 1: Using the TDX-Generated Email Link

When a request requires your approval, you will receive a TDX system-generated email. This email will come from TeamDynamix ([email protected]), and wil linclude "Approval Requested" in the subject line. You may need to check your Spam folder, Trash, or All Mail if you have existing spam filters that are removing these messages from your Inbox.

1. Open the TDX system-generated email, which will include a summary of the request details.
2. Use the first link in the email to review the request. The link text will match the name of the request form. The request details page opens in TeamDynamix.
   1. If you need more information before acting on this request, scroll down and select the Comment button to send a message to the requester.
      • IMPORTANT: A comment cannot approve or deny a request (even if your comment states "I approve this request"). For TDX to recognize your decision, you must select the Approve or Reject button on the Current Workflow Step page.
   2. Select the Notify… field to choose the user(s) who will receive your message.
      
   3. Enter your message in the comment field.
      
   4. Select Save . An email is sent to the selected user(s).
3. Use the second link in the email to act on the request. The Current Workflow Step page opens in TeamDynamix.
   
4. On the Current Workflow Step page, you can select Approve or Reject using the buttons on the right.
   • After making a selection, you can enter comments if necessary.
     

Option 2: Using the TDX Client Portal

1. Log in to the TDX Client Portal with your UMN credentials.
2. Select View My Tickets.
   
3. Select My Approvals.
   
4. Select the checkbox Include Pending Group Assignments.
   
5. To find a specific request, you can:
   • Sort by the column headers by selecting a header.
     
   • Set Status to Pending to see all tickets that require your attention.
     
   • Press Ctrl + F (on Windows) or Command  + F (on Macs) to search the page.
   • IMPORTANT: The Search box cannot be used to search for the ticket number.
     
6. If no review is needed, under the Step column, select the link that corresponds to the request ID you are reviewing. The Current Workflow Step page opens.
   
   • Select Approve or Reject using the buttons on the right.
     
     • After selecting an option here, there is an opportunity to enter comments if necessary.
7. If review is needed, right-click the link under the Item column that corresponds to the request ID you are reviewing and select Open link in new tab. The Service Request Details page opens in a separate tab.
   
   • NOTE: Opening the details in a separate tab allows you to move back and forth easily between the Service Request Details page and the My Approvals page.
     • On a Windows device, the right-click popup menu appears as:
       
     • On a Mac device, the right-click popup menu appears as:
       
8. If more information is needed from the requester, scroll down and select the Comment button to send a message to the requester.
   
   • IMPORTANT: A comment cannot approve or deny a request (even if your comment states "I approve this request"). For TDX to recognize your decision, you must select the Approve or Reject button on the Current Workflow Step page.
9. Select the Notify… field to choose the user(s) who will receive your message.
   
10. Enter your message in the comment field.
    
11. Select Save . An email is sent to the chosen user(s).
12. Once you have the information needed to make a decision, go back to the My Approvals page and select the link under the Step column that corresponds to the request ID you are reviewing. The Current Workflow Step page opens.
    
    • Note: The title of the link under the Step column also appears as a link on the Service Request Details page; selecting the matching link on that page leads to the same destination.
      
13. Take the appropriate action on the Current Workflow Step page.