The approval workflow is a pivotal component of the leasing process, designed to ensure that designated approvers can review and validate the economic aspects of a deal before it moves to execution. This structured approach not only fosters accountability but also improves transparency and collaboration throughout the deal-making cycle.
Navigating the Approval Workflow
To access the approval workflow, users can click on the thumbs-up icon or select the proposal name and navigate to the Approvals tab. This section provides a detailed overview of the approval stages associated with a particular leasing proposal.
Key Information Displayed in the Approvals Required Screen
The Approvals Required screen is a comprehensive dashboard that displays:
Approval Steps & Approvers: Each approval step and its corresponding approver are listed clearly, along with the stage gate required for the deal to progress.
Auto-Advancement Settings: Indicates whether the workflow is set to automatically advance to the next stage upon receiving approval.
Request & Reminder Status: Displays if the approver has been formally requested or reminded to take action on the approval.
Approval Decision: Shows whether each step has been approved or rejected.
Timestamps and Notes: Logs the date and time of each decision and includes any notes made by the approver.
Exploring the Approval Activity History
For a more granular view, users can click on the hyperlink to access the Approval Activity History tab. This log includes:
When each step was requested
When it was approved, rejected, delegated, or deleted
This history provides essential insights into the timeline and evolution of the approval process.
Communication with Approvers
Approvers are notified via email when their approval is requested. Additionally, users can send a reminder email by clicking the remind button on the respective approval step, prompting timely responses.
Role-Based Actions and Permissions
Depending on a user's role security permissions, they can manage various aspects of the approval process:
It is important to note that these permissions not only grant the ability to manage approvers and approval steps but also control the visibility of interface elements, such as the three-dot menu for removing approvers.
Add, Replace or Delete Approvers using the three-dot icon
Add Notes
Rescind Approval Requests from the dropdown menu next to the Request/Remind button
Troubleshooting Missing Three-Dot Menu
If the three-dot menu for removing approval steps or approvers is not visible, it is likely due to permission settings:
Ensure your role has the necessary permissions to delete approval steps and approvers.
Verify that the delete approval functionality is not set to "Hidden" in the Element Security settings.
Steps to resolve the issue:
Navigate to the roles management section and edit the permissions for the relevant role.
Change the setting for the approval delete element from "Hidden" to "Access" under the Element Security tab.
Confirm that the role includes permissions for deleting approvals.
Save the changes and refresh your session. This should restore visibility of the three-dot menu.