Guide for Approvers
What are Quick Links?
Quick Links are reference shortcuts designed to help approvers easily access related transactions. These links provide additional context and insights by showing: Transactions by the same requester. Transactions with overlapping properties. Preceding ...
What is a Scrutinizer?
The Scrutinizer is a smart tool designed to help approvers make informed decisions. It analyzes submissions using advanced algorithms to check for accuracy, completeness, and compliance with predefined rules. Key Benefits: Better Decisions: Provides ...
How is the "My Approvals" listing organized?
The "My Approvals" section is divided into three tabs for easy tracking: Pending My Approval: Displays transactions awaiting your action. Approved by Me: Shows transactions you have already approved. Rejected by Me: Lists transactions you have ...
Can I perform bulk approval or rejection of transactions?
Yes, you can use the bulk approve/reject option to take action on multiple transactions at once: For bulk approval, you can approve all selected transactions in one go. For bulk rejection, the same comment will be applied to all rejected ...
Is adding comments optional or mandatory for approvals and rejections?
Notifications: As an approver, you will receive an email notification and a notification in your feed when a transaction requires your approval. Taking Action: Open the transaction and click Approve or Decline in the top-right corner. Approval: ...
How can submitters and approvers view the workflow associated with a request?
Submitters and approvers can view the workflow details in the Workflow Tab of the request. The tab includes: Information about the current approver. Details of the previous approver(s) and their comments. The list of next approver(s) in the sequence. ...