Understanding the Approval Workflow
Overview
The Approval Workflow is a critical part of the leasing process. It ensures that designated approvers can review and approve deal proposals before they are finalized and executed.
🔍 Accessing the Approval Workflow
You can view the approval workflow in two ways:
Click the thumbs-up icon on the proposal.
Click the proposal name, then navigate to the Approvals tab.
📋 Approvals Required Screen
This screen displays detailed information about each approval step:
Approval Steps: Lists each step in the workflow.
Assigned Approvers: Shows the user responsible for each step.
Stage Gate: Indicates when the approval must occur for the deal to proceed.
Auto-Advance: Shows whether the workflow moves to the next step automatically after approval.
Approval Status:
Requested
Reminded
Approved
Rejected
Timestamps: Date and time of approval or rejection.
Approver Notes: Any comments added by the approver.
🕓 Approval Activity History
Accessible via the Approval Activity History tab or hyperlink, this log includes:
When a step was:
Requested
Approved
Rejected
Delegated
Deleted
All actions are timestamped and recorded for transparency.
📧 Approval Notifications
Approval Request Email: Sent automatically to the approver when their input is needed.
Reminder Email: Can be sent manually by clicking the Remind button on the approval step.
🔧 Managing Approvals (Role-Based Permissions)
Depending on your role and permissions, you may be able to:
Add Notes or Rescind Approval Requests via the dropdown next to the Request/Remind button.
Add or Delete Approvers using the three-dot icon next to the approval step.
All changes are logged in the Approval Activity History.
❓ Frequently Asked Questions (FAQs)
🔹 General Workflow
What is the approval workflow used for?
It ensures that designated users review and approve deal proposals before they are finalized.
Where can I view the approval workflow?
You can access it by:
Clicking the thumbs-up icon on the proposal.
Navigating to the Approvals tab within the proposal.
🔹 Approval Steps and Status
What information is shown in the Approvals Required screen?
Approval steps and assigned users
Stage gate requirements
Auto-advance settings
Approval status (requested, approved, rejected)
Timestamps and approver notes
What does the Approval Activity History show?
It logs all actions related to approvals, including:
Requests
Approvals
Rejections
Delegations
Deletions
🔹 Notifications and Reminders
How are approvers notified?
An approval request email is sent automatically. You can also send a reminder email by clicking the Remind button.
🔹 Managing Approvals
Can I add or remove approvers?
Yes, if your role has the necessary permissions. Use the three-dot icon next to the approval step.
Can I add notes or rescind a request?
Yes, use the dropdown menu next to the Request/Remind button.