Approvals

Tap Approvals  at the bottom of the screen to manage approvals that are awaiting your action. The items awaiting your approval action are grouped based on the module.  The number of approvals awaiting your action is displayed across the module. Details such as request ID, subject, created by, create date, and time are displayed on the approval card.

 

 
  

List View Operations

Filter Approvals

Search Approvals

View Approval Details

Approval Action

Delegate Approval

Filter Approvals

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

  2. Choose your preferred filter: My Pending Approvals, My Pending Request Approvals, My Pending Change Approvals, and My Pending Release Approvals.

 

 

Search Approvals

  1. Tap Search  on the top-right.

  2. Enter a relevant search term in the search box to fetch results.

 

 

View Approval Details

To view approval details, tap on your preferred approval card. On the approval details screen, you can view all the details, including attachments and conversations from the parent record (request or change or release).

To view attachments or conversations from the parent record, tap Attachments  or Conversations respectively. The attachments icon displays the attachment count.


 

Approval Action

You can take approval action from the approval list view or details view.

To take approval action from the list view,

 

 

To take approval action from the details view,

  1. Tap Take Action on the top of the screen.

  2. Provide relevant comments.

  3. Tap Approve or Reject.

 

 

Delegate Approval

You can delegate your approval from the approval list view or details view.

To delegate an approval from the list view,

 

 

After delegating the approval,

 

 

To delegate an approval from the details view,

 

After delegating the approval,