My Approvals

My Approvals

The My Approvals widget on the home page lists requests that require your approval action. You can approve or reject approvals directly from this widget. Approval requests are grouped based on modules.


The My Approvals widget is visible only to users with approval permission. 
 

Perform Approval Actions

  • Go to Home > My Approvals.

  • Click any request. A slide-out panel listing pending approvals will be displayed.

  • Go to the required approval request and click Take Action.

  • Add your comments in the text box and click Approve or Reject.  


  • You can also perform approval action by clicking the approval request in the slide-out panel. This opens the approval request details pop-up.

  • On this pop-up, you can add your comments and click Approve or Reject or Need Clarification (available only for requests).

 

 

View All Approvals  

Approvers can view all their approvals (pending, completed, approved, and rejected) and take actions on their pending approvals from one place.

  • Go to Home > My Approvals.

  • Click Show All.

 

 

  • By default, you will be directed to the All My Approvals Items page. This page lists all approvals, irrespective of the status.

  • You can use the filter drop-down available on the top-left corner to narrow down the type of approval request. Available options: My Pending Approvals, My Completed Approvals, My Approved Approvals, My Rejections, My Approval Actions, and All My Approval Items.

 

 

 

  • You can take approval action in the My Pending Approvals view by clicking the subject of the approval request. 

   

Approvals List View Actions    

  • Search - Use   to search through the level names and comments.

  • Column Chooser - Use Column Chooser   to select the fields that you need on display.

  • Sort - Click    to sort approval requests based on level name, comments, sent on, or acted on.

 

Indicators  

- Approved

- Rejected

- Pending Approval

- Need Clarification

 

 

 

 

 

 


    • Related Articles

    • Custom Triggers for Approvals

      Use custom triggers to automatically set off predefined actions when an approval matches a defined criteria. You can configure email/SMS notifications, custom functions, or even custom scripts as custom actions. Custom triggers are categorized and ...
    • Home Page

      The home page is where you land upon successful login, if the organization maintains a single portal. If there are multiple portals, then you will land at the portal selection page. Choose the preferred portal and you will be directed to the home ...
    • Microsoft Teams Integration

      Set up SupportCenter Plus integration with Microsoft Teams to leverage the collaboration app from Microsoft as an additional channel for IT and enterprise support. This integration creates a SupportCenter Plus bot that enables users to view their ...
    • Home Page

      The help desk home page serves as the landing page after a successful login for all users with assigned roles other than guest users. The home page has two tabs: My view and Scheduler.   My View is a customizable view of a grid of widgets. Widgets   ...
    • Notification Rules

      SupportCenter Plus allows you to define notification rules based on various criteria to automate notifications. Automated notifications are useful to keep various stakeholders updated on important changes and events. SupportCenter Plus offers a set ...