Approvals
Approvals collect work that needs a decision from a manager or assigned approver. Use this page to review pending items, approve them, reject them, or understand where a record is blocked.
What can require approval
Section titled “What can require approval”Workstation supports approval workflows for modules such as:
Approval rules are configured from Settings under approval workflows.
How approvals work
Section titled “How approvals work”An approval workflow defines when approval is needed and who should review it. A workflow can include filters, one or more steps, assigned approvers, and notification behavior.
When a record matches the workflow rules, Workstation creates an approval request. The record should not move forward until the required approval step is complete.
Reviewing an approval
Section titled “Reviewing an approval”- Open Approvals from the Operations section.
- Open the pending approval request.
- Review the record details and workflow steps.
- Approve, reject, or request changes according to your team process.
Add a clear note when rejecting or requesting changes. The person who submitted the record needs to know what to fix.