When a request is in the decision stage of a process, you may either approve or deny it. Requests that are being approved must be approved one at a time.
- Locate the request on a workload page or the Requests & Decisions search page.
- Click the Project Name to reach the Request Summary page.
- Click Approve Request.
- The administrator will be presented with the Approval form to fill out. For more information about approval forms, refer to Decisions Stage Forms.
- All questions marked required, denoted by an asterisk, must be answered before the approval process can be completed
- All questions marked required, denoted by an asterisk, must be answered before the approval process can be completed
- If you would like to add a decision comment, click the Comments tab, and then click Add New Comment.
- To finalize the approval, click Approve Request.
- If you are not ready to complete the approval, you may save the approval and finalize it at a later date by clicking Save Approval.
- Approval drafts are housed in the Approval Draft workload page on the Dashboard.
- Approval drafts are housed in the Approval Draft workload page on the Dashboard.
- Upon approving the request, the Add Installment pop up will appear. Refer to Add Installments to an Approved Request for guidance on the next steps in the approval process.