How to view approval requests awaiting your action, and how to approve or reject them.

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1. View Pending Approvals

Open My Tasks → Approvals → Pending to view approval requests awaiting your action. Pending approvals list with green approve and red reject action buttons for each request Pending approval requests and Approve/Reject actions.

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2. Approve a Request

1

Review the task

Review the task details, comments and attachments provided for approval.
2

Approve

Click the green ✓ action for the required request.
3

Task closes

Once approval is given, the approved task is closed.

Before approving

Confirm that the required work is complete and that the evidence provided is sufficient for closure.

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3. Reject a Request

If further action is required before the task can be closed, select the red ✕ action. Enter a reason for rejection; comments can be added when additional explanation is useful. Reject Request dialog with a required reason field and an optional comments field Rejection requires a reason; comments are optional.
1

Reject

Click the red ✕ action for the approval request.
2

Enter the reason

Provide the reason for rejection so the task owner understands what must be corrected.
3

Task owner takes action

The task owner receives the rejection reason, performs the required changes and updates the task.
4

Resend for approval

After corrections are complete, set the task to Approval Required again to send a new approval request.

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4. Approval Lifecycle

Swimlane with four lanes: You (assignee), System, Approver, Outcome. You check whether the task has an approval line; if not, you set Completed. If yes, you set Approval Required. The System resolves the approvers for the stage from the line — reporter, a named person, or the org hierarchy — then applies substitutions: an active delegation swaps in the delegate, and if the approver would be you it auto-approves. The Approver sees the request in My Tasks, Approvals and approves or rejects; no decision by the timeout triggers the escalation path. Outcomes: approved goes to Completed, rejected goes back to In Progress, escalation goes to the escalation target or final action. How an approval request travels, including delegation swaps, auto-approve, and escalation.

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5. Before Sending or Responding to an Approval

  • The correct Approval Line was selected for the task.
  • All required work is complete before requesting approval.
  • Relevant comments and supporting attachments are added.
  • The approver has enough information to make a decision.
  • If rejected, the rejection reason has been addressed before resubmitting.

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6. Common Issues

Best practice

Send a task for approval only after the task record contains enough comments and supporting evidence for the approver to review it without needing separate follow-up.