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Approval Request

The Approval Request is considered a type of content. Please review Adding Content for a full explanation of how content is added in various places throughout Project Insight.

Approval Requests define rules for approval of attached items by Project Insight users.

The Approval Request contains the rules, while other Project Insight content items are attached as the objects for the approvals. Approval Requests may be added as items within other items, such as folders and tasks. The items attached to the approvals are not required to reside in the same item location as the Approval Request item. Approval Request items are added either from the Approvals tab in a specific item's view or using the add icon in various places.

Regardless of how you begin the approval request, the following tabs and fields will be shown.

General

Name assigns a name to this request.

Description should contain detailed information about the request.

Deadline Date assigns a deadline for the completion of the request.

Deadline allows you to name the deadline (i.e. Q4 Budget Review Meeting).

Format should be the media format intended for the completed item.

Items to Approve are the attached Project Insight items that need to be approved. Items are selected by clicking in the blank space below Name: and navigating to the item.

Activate and Send Approval Request? when checked will send the approval request notification via email upon save. If approvals are being routed sequentially, the first approver will receive the initial notification while the remaining approvers will be notified in order.

Custom Fields

Any custom fields for approvals will be shown on this page and should be completed.

Activate and Send Approval Request? when checked will send the approval request notification via email upon save. If approvals are being routed sequentially, the first approver will receive the initial notification while the remaining approvers will be notified in order.

Approvers

Approvers are added by clicking in the black space below Approvers: and choosing a name from the Project Insight Users list. You can change the order of the approvers by changing the numbers in the Order box.

All Approvers Must Approve when checked requires approval of ALL approvers in the list.

Approval Routed Sequentially when checked follows the order assigned above. Only after the preceeding approver has approved will the notification be sent to the next approver in the list.

Email Message Body any message included will be in the email notifications automatically sent from the Approval Request.

Activate and Send Approval Request? when checked will send the approval request notification via email upon save. If approvals are being routed sequentially, the first approver will receive the initial notification while the remaining approvers will be notified in order.

Notifications

Notifications for the final approval and/or each individual approval can be configured.

Final Approval Notifications add users to the list that should be notified upon final approval.

Approval Step Notification add users to the list that should be notified as each person approves the request.

Activate and Send Approval Request? when checked will send the approval request notification via email upon save. If approvals are being routed sequentially, the first approver will receive the initial notification while the remaining approvers will be notified in order.

Save by itself will save the approval request and return to the previous page.

Save & Display Approvalwill allow for saving the approval request and going directly to the detailed display of the approval request.

Save & Add Another Approval will allow for saving the approval request and starting a new one.

Cancel will cancel the approval request and return to the page you were on prior to adding or editing this approval request.

Further information for working with approvals which have been added is described in the Approvals topic of the Navigation and Customization section.