Approval
Approval turns every request that needs a yes into a numbered request that goes through ordered or parallel steps, and puts an approval guard in front of any business record, with temporary delegations, deadlines, a daily digest and a decision history that is never rewritten.
Tutorial 1
Your first approval request
Send an Equipment Request for a second screen, see who will decide before you send it, follow it while the approvers decide, and read the decisions of a finished request.
How-to 7
Send a request for approval
Pick a request type, fill what it asks for, add your files, check who will decide, send the request for review, and cancel or resend it when plans change.
Decide a request
Find the requests that wait on your decision, accept or decline them one by one or several at once, and, as a supervisor, decide on behalf of an approver.
Delegate your approvals for a period
Name the delegates who decide your approvals in your place for a period, for every type or only some, tell the people who should know, and end the delegation early when you are back.
Configure a request type
Create a request type with its own numbering, form and steps, decide who approves each step and by when, and choose who may send requests of that type.
Guard a business record with an approval
Require an approval before a record of another app reaches a locked state, such as a product becoming sellable, and ask for that approval from the record itself.
Choose who hears about each event
Set, for each company, which events of a request send an e-mail and to whom, add the event that sends nothing by default, and stop the ones you do not want.
Approval settings
What the three company settings of Approval decide, whether requesters may decide their own requests, who may hand a decision over, and whether approvers receive a daily digest.
Reference 1
Approval automations
What Approval does by itself: two scheduled jobs for deadlines and the daily digest, two actions of the request list, and eleven e-mail templates, with how to stop each one.
Explanation 1
How approvals work
What a request is made of, how its states change, how steps open and close, what a decision records, who sees what, which notices go out, and what the app does not do.