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How to Deactivate Approval Process in Halo ITSM?

To ensure a smooth migration to Halo ITSM, it is important to disable the Approval Process. By doing so, you can ensure that your ticket statuses, such as "Open" or "Closed," are accurately transferred to the destination platform.

Here’s a step-by-step guide to switch off Approval Process:

1. Open up your Halo ITSM account.

2. Go to the left navigation and click Configuration.

Configuration Halo ITSM

3. Select Ticket Types under Tickets in a new drop-down.

Ticket Types Halo ITSM

4. Open every ticket type you’ll migrate to Halo ITSM.

Halo ITSM Ticket

Note: If you require importing all ticket types, turn off Approval Process for all of them before migrating.

5. Click on Edit.

Edit Halo ITSM

6. Go to the Default settings and choose No in the Start an Approval Process field.

Halo ITSM Approval Process

7. Press Save to apply new settings.

8. Repeat this process for every ticket type you wish to transfer.

Note: Once the Full Data Migration is completed, you can re-activate Approval Process for all ticket statuses.

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