My Approvals
The approval list can be accessed from the home screen by clicking the My Approvals tile.
When an investigator of an alert item requests an approval for the finding, the request is visible in the “inbox” of all approvers that have been determined by the system.
What can you do here?
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You can approve or reject multiple approval requests at the same time.
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You can claim and release requests.
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You can forward a request to a delegate.
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You can add comments.
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You can send e-mails to share an approval request.
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You can browse, sort, filter, and group requests.
Approve Requests
To approve the request, select the approval request and choose Approve.
On the Submit Decision screen, you can add a note, and submit your decision.
You can also do the following:
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Display additional information, such as the summary, finding, closing reason, or financial outcome on the
tabThe summary is limited to 80 characters in the approvals info. You can display the complete summary by navigating to the alert.
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Navigate to the alert on the
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Create comments on the
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Upload attachments on the
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Reject Requests
To reject a request, select the approval request and choose Reject.
On the Submit Decision screen, you must add a note, afterwards you can submit your decision.
When an approver rejects an approval request, the investigator of the alert item is notified.
Forward Requests
You can forward a request to a delegate.
Claim and Release Requests
Approval requests may require several approvers. The group of approvers is determined by the system, using the relevant groups that have been created with the Manage User Groups app.
With the Claim function one of the approvers can reserve an approval request.
When the approver releases a request, the request is available for all other approvers of the group to process it.
Open Tasks
You can display the alert item that needs to be approved.
Share Requests
You can share an approval request with a colleague by sending a link to the task in the approval list via e-mail.