Add an Approval to any item using the Related Items menu. If you need to approve, you'll receive an message notification or see it on your Home Screen, Dashboard, or Approval Report of your choice.
Open either the approval or the item(s) requiring approval to provide your feedback:
From the Item
If there is an approval on the item, a bar will appear at the top of the screen indicating the action to take.
In the example above, this user is expected to provide an approval. Click Approve/Deny button:
You'll see:
- The list of approvers
- Their approval statuses
- Their most recent comment
- Select between the following options:
- Approve
- Deny: Will require a comment to explain your denial
- Approve with Changes: Performs the EXACT same action as Approve
- Skip: Skips your approval, but allows the approval to continue without you
- Leave a comment about your decision
Making your decision will adjust the Approval bar according to the rules set in the Add an Approval options.
From the Approval Detail Screen
Select the hyperlinked name of the approval to visit the Approval Detail page:
To see the item(s) your approving, expand the items bar:
You can toggle between tiles or lists depending on your Related Items preferences.
The same Approve/Deny button in the top bar allows you to provide your feedback:
- Select between the following options:
- Approve
- Deny: Will require a comment to explain your denial
- Approve with Changes: Performs the EXACT same action as Approve
- Skip: Skips your approval, but allows the approval to continue without you
- Leave a comment about your decision
Making your decision will adjust the Approval bar according to the rules set in the Add an Approval options.
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