Manage a plan

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If an administrator configures an approval constraint for a product, the approval constraint is triggered when you launch the product, update an instance of the product, or terminate an instance of the product as an end user. In this case, you must create a plan and get approval on the plan to continue your operation. This topic describes how to create, approve, cancel, and execute a plan for an end user to launch a product.

Background information

For more information about how to create an approval constraint, see Manage an approval constraint.

Create a plan

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Products.
  3. On the Products page, find the product that you want to launch and click Launch product in the Operation column.
  4. After configuring the product launch parameters, click Create Plan.
    For more information about how to launch a product, see Launch a product.
  5. In the Create Plan dialog box, enter the PlanName and Description.
  6. Click Confirm.

Review a plan

After you create a plan, you must get approval on the plan from an approver to launch the product. Approvers are specified by administrators during approval constraint creation. An approver can be the administrator or other end users.

  1. Log on to the Service Catalog console as an approver.
  2. In the navigation pane on the left, click Plans.
  3. On the ReceivedRequests tab, find the target plan and click Approve or Reject in the Operation column.

Cancel a plan

If a plan is not executed, you can cancel the plan.

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Plans.
  3. On the My Plan tab, find the plan that you want to cancel and click Cancel in the Operation column.
  4. In the Cancel dialog box, click Confirm.

Execute a plan

After a plan is approved, you must execute the plan to perform the operation.

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Plans.
  3. On the My Plan tab, find the plan that you want to execute and click Execute in the Operation column.
  4. In the Execute dialog box, click Confirm.
    Once the plan is executed, the system creates the product instance. You can view instance details on the Instances page.