Approving & Rejecting

Approving & Rejecting

When a task requires your decision, you can approve (complete) it or reject it. These actions advance the workflow accordingly.

Completing a Task (Approve)

When you're satisfied with the information and ready to approve, click the Complete button.

Completing a task:

• Marks the step as done
• Records who completed it and when
• Advances the request to the next step in the process

Rejecting a Task

If the task doesn't meet requirements, use the Reject action.

Rejecting a task sends it back for review. You may be asked to provide a reason for the rejection. The requester will be notified of the rejection.

Re-opening a Completed Task

If you completed a task by mistake or need to make changes, you can re-open it.

[Screenshot: reopen-action]

The Re-open option is available on completed tasks. Re-opening a task restores it to an active state so it can be modified and completed again.

What's Next?

Continue to Search to learn about finding requests and processes.