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How to grant Approval Requests

Deciding on an Approval Task:

  • Who can view the request 

The approver can select an action from the drop-down list and click save, as shown below.

  • While making a decision, you can also add comments and lock the task, as shown below:


  • If you choose to approve the request, additional attachments can be added to the task, post approval that can also be edited, a second description box will be made available as the original gets locked, as shown in the image below:

  • When a request is raised, an approval icon will appear on the task journey, as shown below:

  • When a request is approved, an icon appears at the top right of the task panel, reflecting the approver’s decision, as shown below:

  • Notes can also be added during this time, as highlighted below in the image:

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