How to complete an approval request

Last updated August 04, 2021
Written by Alex Moloney

If you have been added to an approval workflow or are a senior member of your team you may be required to approve or decline approval requests.

Approve or decline a request

To approve or decline a request:

  1. Navigate to My Tasks > Approval Instances
  2. Click Show Filters
  3. Select your name from the Filter Awaiting drop-down menu
  4. Locate the instance that you would like to provide approval for
  5. Hover over the more icon beside the relevant approval instance
  6. Select View from the drop-down menu
  7. Review all the details provided
  8. Navigate to the Requires Approval By section near the bottom of the page
  9. Click the Approve or Decline button

If you decline the request you'll be required to provide additional comments visible to the requester and other approvers.

If you have chosen to approve the request and are not the final approver, an email will be sent to the next approver(s). If you were the final approver an email will be sent to the requester confirming the successful completion of the approval workflow.

If you have declined the approval request, an email will be sent to the requester letting them know to review their submission and resubmit once they have made corrections in line with the comments provided.

Override an approval

In case an approver is unavailable and an approval requires expedition, users can be granted the ability to respond to an approval request on behalf of an approver. This permission is granted at a global level for all approval routes.

Users will need the Action Approval On-Behalf-Of Another User permission to perform the following action.

To override an approval:

  1. Navigate to the approval instance
  2. Confirm the user has had at least 24 hours to complete the request
  3. Click the Approve or Decline button
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