|
| 1 | +--- |
| 2 | +title: Approvals |
| 3 | +description: Submit records for sign-off, act on requests assigned to you, and always know where every approval stands. |
| 4 | +--- |
| 5 | + |
| 6 | +# Approvals |
| 7 | + |
| 8 | +Some records need a sign-off before they move forward — an expense over a |
| 9 | +limit, a discount, a leave request. When that happens, ObjectOS creates an |
| 10 | +**approval request**: a live, system-managed record that tracks that one |
| 11 | +submission from the moment it's sent until someone approves or rejects it. |
| 12 | +You never create or edit these tracking records yourself — the system keeps |
| 13 | +them up to date as decisions are made. |
| 14 | + |
| 15 | +This page covers both sides of the process: submitting something for |
| 16 | +approval, and acting on requests that are waiting on you. |
| 17 | + |
| 18 | +## Your approval inbox |
| 19 | + |
| 20 | +Everything approval-related lives in one place: **Account → Inbox → |
| 21 | +Approvals**. Open the **Account** app (it's available to everyone), expand |
| 22 | +**Inbox** in the left sidebar, and pick **Approvals**. |
| 23 | + |
| 24 | +The list has view tabs across the top, so you can slice the same inbox four |
| 25 | +ways: |
| 26 | + |
| 27 | +| View tab | What it shows | |
| 28 | +|---|---| |
| 29 | +| **My Pending** | Requests waiting on *you* to decide. This is your to-do list. | |
| 30 | +| **I Submitted** | Requests you sent for approval — check here to see where your own submissions stand. | |
| 31 | +| **Completed** | Requests that have been decided, approved or rejected. | |
| 32 | +| **All** | Every approval request you're allowed to see. | |
| 33 | + |
| 34 | +When there's nothing waiting on you, **My Pending** shows the empty state |
| 35 | +*"No pending approvals — You're all caught up."* That's the screen you want |
| 36 | +to see at the end of the day. |
| 37 | + |
| 38 | +> **Tip:** Bookmark the Approvals inbox, or just glance at the **Needs your |
| 39 | +> attention** list on the console home — pending approvals appear there too, |
| 40 | +> with how long they've been waiting. |
| 41 | +
|
| 42 | +## What an approval request is |
| 43 | + |
| 44 | +| It is… | It is not… | |
| 45 | +|---|---| |
| 46 | +| A live instance tracked per submission — one request per record sent for approval | A copy of the record itself | |
| 47 | +| System-managed — created, updated, and closed automatically as decisions happen | Something you edit by hand | |
| 48 | +| Your audit trail — who submitted, who's assigned, what was decided, and when | A one-time notification that disappears | |
| 49 | + |
| 50 | +Because each submission gets its own request, resubmitting a record after a |
| 51 | +rejection starts a fresh request — the old one stays in **Completed** as |
| 52 | +history. |
| 53 | + |
| 54 | +## Acting on a request |
| 55 | + |
| 56 | +When a request is routed to you, two things happen: |
| 57 | + |
| 58 | +1. **You get a notification** — the bell in the top bar shows an unread |
| 59 | + badge, and the item appears in **Needs your attention** on the console |
| 60 | + home and in **Account → Inbox → Notifications**. |
| 61 | +2. **The record shows approval actions for you** — open the record in |
| 62 | + question and you'll see **Approve** and **Reject** as record actions. |
| 63 | + These buttons appear only for the assigned approver; other people viewing |
| 64 | + the record won't see them. |
| 65 | + |
| 66 | +| To… | Do this | |
| 67 | +|---|---| |
| 68 | +| See what's waiting on you | **Account → Inbox → Approvals** → **My Pending**, or the bell / **Needs your attention** | |
| 69 | +| Review the details | Open the record from the request — read the highlights and field sections like any other record | |
| 70 | +| Decide | Use the **Approve** or **Reject** record action | |
| 71 | +| Confirm it went through | The request moves to **Completed**, and the submitter is notified | |
| 72 | + |
| 73 | +> **Tip:** Read the record, not just the request. The approval request tells |
| 74 | +> you *that* something needs a decision; the record itself tells you |
| 75 | +> *whether* to approve it. |
| 76 | +
|
| 77 | +## Records locked while pending |
| 78 | + |
| 79 | +Depending on how the approval is configured, a record may be **locked** |
| 80 | +while its request is pending — fields can't be edited until a decision is |
| 81 | +made. This protects the approver: what they approve is exactly what was |
| 82 | +submitted, with no quiet edits in between. If you need to change a locked |
| 83 | +record, ask the approver to reject it (or withdraw it, where your app |
| 84 | +allows), make your changes, and resubmit. |
| 85 | + |
| 86 | +## App-provided review queues |
| 87 | + |
| 88 | +Some apps add their own curated **review-queue page** — for example an |
| 89 | +"Approvals" page in the app's navigation that shows just the items relevant |
| 90 | +to that team, pre-filtered and ready to work through. Use it when it's |
| 91 | +there; it's the same underlying requests, just a friendlier lens. Your |
| 92 | +**Account → Inbox → Approvals** inbox always remains the complete, |
| 93 | +everything-in-one-place view. |
| 94 | + |
| 95 | +## Where to go next |
| 96 | + |
| 97 | +| What now | Read | |
| 98 | +|---|---| |
| 99 | +| Tour the console as an everyday user | [Using ObjectOS](/docs/use) | |
| 100 | +| Work with the records you're approving | [Records](/docs/use/records) | |
| 101 | +| Keep up with everything else routed to you | [Notifications](/docs/use/notifications) | |
| 102 | +| Slice lists the way approvers do | [Views](/docs/use/views) | |
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