Approvals

You can manage all approvals from requests and changes that are awaiting your action. To access approvals, go to Menu  and tap Approvals. The approval list view shows all approvals that are awaiting your approval action. Each approval in the list view is displayed as a card. The approval card shows information based on the module of the approval. For request approvals, the card shows request ID, subject, created by, create date and time. For change approvals, the card shows change ID, subject, created by, create date and time.

 


 

You can distinguish approvals based on the label added to the card.

 

 Filter Approvals 

To filter out approvals in the list view,

  1. Tap the filter drop-down on the top-left.

  2. Choose your preferred filter: All approvals, Request Approvals, or Change Approvals.

 

 

 Approval Details 

To view details of an approval, tap your preferred approval card. In the approval details screen, you can view all details relevant to the approval including the details, attachments, and conversations from the parent record (request or change).

 



You can view attachments and conversations from the parent record. For attachments, tap Attachments on the top-right. For conversations, tap Conversations  on the bottom-right.

 

The attachments icon always appears with a badge showing the number of attachments.

 Approval Action 

To take an action on approval,

  1. Tap Take action.

  2. Provide relevant comments as required.

  3. Finally, choose Approve or Reject.