Approval is a transfer of responsibility for a specific content. The ability to manage multiple requests does not replace reading the scope and versions involved.
Single and multiple approval
- Open the approveable requests in the current filter and compare their versions.
- For a single decision read the detail; for a group selects only the requests actually checked.
- The multiple selection concerns a maximum of one hundred lines of the filter and requires confirmation; prospects with individual confirmations follow their own path.
- After the decision, re-read the states: approving the group records decisions and is not equivalent to proof of sending.
Refusal, revocation and expiration
- Open the detail and check the status, version and deadline of the request.
- To refuse, indicate a concrete reason that allows the author to correct the content.
- Use revocation when available for an approved request yet to be executed and consider expiration of the decision.
- Consult the history; a communication already sent remains registered and is not recalled by the revocation of a draft.
Putting this into practice
Before multiple approval, check selected filters and requests. For an inappropriate proposal, use rejection or revocation according to the context and make it understandable why.
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