Approvals can be defined for all tasks, the workflow of which may require such a step. They allow users and groups to be associated with a task, for the purpose of either approving or rejecting the task. See Approval Management to learn more.
To proceed to the My Approvals page on the Self-Service Portal (SSP), perform the following steps:
- Open the portal page.
- Click on Cabinet and choose My Approvals.
My Approvals interface
In Simpleone, the My Approvals page is displayed as below:
On this page, the approvals automatically created by the Approval Rules on specific conditions are displayed.
You can create a selection of approvals with particular field values using the available filters:
- Keyword search – enter the word that an item should contain in its title.
- Filter by date – choose the Begin date and the End date of the approval.
- Filter by state – select the state you need: Requested, Approved, Rejected, Cancelled.
By opening a record from the list, a read-only form of the item is displayed. Here you can leave a comment (it is the only editable field), approve or reject the approval.
The record information is displayed only for change requests. |
The Comment field is mandatory in case of rejection. |
If the ticket is approved, you will be redirected to the Approved message page. Click the Go to the list of approvals button to get back to the My Approvals page.
If the ticket is rejected, a popup window Specify a reason will appear. Fill in the Comment field and click Submit to complete rejection. You will be redirected to the Rejected message page. Click the Go to the list of approvals button to get back to the My Approvals page.
If the ticket has already been approved or rejected by another user (in case the Approval Abortion Rule does not require all users to approve), you will be redirected to the The decision has already been taken message page. Click the Go to the list of approvals button to get back to the My Approvals page.
