Multi-Level Approval
You have the ability to set up multi-level approvals for different request types. This feature ensures that requests are reviewed and approved by multiple parties, providing an added layer of oversight and accountability. (For more details, refer to: Multi-Level Approval)
When multi-level approvals are configured, you can view the approval process and track the status of each stage. Requests will initially appear under the My-To-Do list of the first-level approver.
First Level of Approver
You will be able to see:
Approval Process – shows the current stage of the approval process where the request is pending.
Review Process – shows the parties involved in the review process for this request.
Once the first-level approver has completed their review, the Approval Process and Review Process will be updated accordingly.
Subsequent Levels of Approver
Subsequent approvers will only see the request under their My-To-Do list after the previous level has approved it.
You will then see:
Approval Process: e.g., “Approved at Node 1”
Status: “Pending”
Review Process: shows which party the review is currently pending with
If you do not have approval permissions, you will not be able to approve or reject the request.
When you approve the request, the Status, Approval Process, and Review Process will be updated automatically.
At any point during the review process, you can choose to reset the approval process—this may be necessary due to changes in request details or other circumstances.
Click the "Reset" icon. This option is only available for requests that are currently under review. Requests that have been approved or rejected cannot be reset.
A popup notice will inform you that resetting will restart the approval process from the first-level approver. Click "Confirm" to proceed.
Once confirmed, a log will automatically record the reset. The Approval Process and Review Process will revert to the beginning.
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