The Approval Request List contains all requests a User has permission to access. Within this page a User can access items they need to Approve or follow up on requests they may have submitted. They can also access the Markup Comments for applicable requests, allowing them to collaborate and consult other team members on the work being requested.
The Approval List Page can be broken down into 2 main areas, Filters and Requests.
Filters
The Filters Panel is where users can add their own Saved Filters, allowing them to create easy shortcuts to common requests. They may wish to create Filters to highlight items waiting on their approval, or see which of their own requests are outstanding.
Filters apply to both the Requests tab (listing individual requests) and the Grouped tab (where Grouped requests are listed).
You can read more about filtering within the Approval Request list here.
Requests
The Requests area of the Approvals Request List is where Users can view requests that they have permission to view or access, according to the filters or search results active.
Within this space, users can search for specific request names in the top search bar. They can also view key information about each request, from its Status to the users who may still need to review it. Actions for each request can be viewed on the right of the screen.
Clicking on the thumbnail or name of each request will load the Request Details or Review Request screen, allowing users to easily access more information or action the request.
* Please note that some of the terms used above such as Workflows & Approvals are customisable and may appear differently in your platform.
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