How to work with approval notifications

Use the  tab of the notification center to receive information about records that need to be approved. The notification tab displays the total number of records to be approved. The name of the notification corresponds to the record that must be approved. Notifications also display the date and time of submission for approval. To view the record page, click the approval caption.

How to process an approval

All notifications on the  tab in the notification center are active until they are processed. You can set approve or reject an approval or delegate the approval to someone else. After processing an approval the notification will not be displayed in the tab and the notification count will be updated.

Process approvals using the approvals actions menu (Fig. 1).

Fig. 1 Approvals actions menu

 

• [Approve] – sets a positive result for the approval.

Note

By default, approval comments are optional. You can make the [Comment] field required by editing the [Accept approval without comment] system setting.

• [Reject] – sets a negative result for the approval.

Note

If the approver chooses to reject an approval, a pop-up window will open where you can enter your comments. The comment will be displayed on the approval page.

• [Change approver] assigns a different user as the approver. This action opens a window where you can choose the user or user group. Approvers can be changed only if the [Approval may be delegated] is selected for this approval in the Process Designer.

Note

You can also process an approval using the [Approvals] tab or the action panel on the page of the required document.

See also

•How to work with reminders

•How to work with feed notifications

•How to work with noteworthy event notifications

•How to work with system messages

•How to process notifications in a pop-up window