Approving or Rejecting from My Approvals

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Navigation: TeamConnect User Interface > Enterprise User Help > Workflow Processes > Approving, Rejecting, and Reviewing Requests > Approving or Rejecting a Request

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The My Approvals page allows you to approve or reject multiple requests at once without opening each request individually. If necessary, you can also approve or rejecting requests within individual records.

To approve requests from the My Approvals page

1.Open the My Approvals page from the link in the My Approvals portal pane or by selecting Approvals from the All drop-down list on the Main menu.

The Requests to Approve page displays with a list of requests. If necessary, select the Record drop-down and click Search to display only certain record types.

2.Click the Approve button in the Action column of the request(s) you want to approve.

If batch approval is enabled for your system, you can click Approve below the table to approve all the selected requests.

3.The Confirm Approval popup appears. Enter the reason for approving the request(s) in the Internal Comment field. You can enter up to 2000 characters, including spaces.

4.Click Confirm Approval.

Several things occur after you approve a request, as described in the What Happens after You Approve or Reject table.

To reject requests from the My Approvals page

1.Go to the My Approvals page using the link in the My Approvals portal pane on your home page or by selecting Approvals from the All drop-down list on the Main menu.

The Requests to Approve page displays with a list of requests. If necessary, select the Record drop-down and click Search to display only certain record types.

2.Click the Reject button in the Action column of the request(s) you want to approve.

If batch approval is enabled for your system, you can click the Reject Selected button below the table to reject all the selected requests.

The Rejection Confirmation window displays. Depending on whether this is the final rejection of the request and whether the request is for an invoice record, you may see up to three fields: the Internal Comment field, a Rejection Reason drop-down list, and a Comments to Requestor field.

3.Enter the reason for rejecting the request(s) in the Internal Comment field. These comments display in the Approval History.

4.If the Rejection Reason field displays, select a rejection reason.

5.If the Comments to Requestor field displays, enter comments. You can enter up to 2000 characters, including spaces.

6.Click Confirm Rejection.

Several things occur after you reject a request, as described in the What Happens after You Approve or Reject table.

Requests to Approve Page of My Approvals

Column or Control		Description
Record		This drop-down list filters the list of results on this page. Choose a specific record type from the drop-down list so that only records of that type appear in the list of results. After making your selection, click Search to filter the results. If a search filter appears, enter search criteria and click Search again.
Default		The field that you use to select a record type as the default records that appear when you open the Requests to Approve page. Click Select to save the default record type.
Show Filter/Hide Filter		This link shows or hides the search criteria that you can use to find a certain type of request for a record type.
Search Filter Note: The search filter only appears if one is specified for the record type you select.	Field	The name of the field you want to search.
	Operator	The option that describes the criteria that you want to use to further narrow your results. See Operators for more information.
	Value	The value you enter that the search uses to return specific results.
	Search	The button that you click to execute the search.
	Clear Values	The link that you click to remove all values from the search
	Reset to Default	The link that you click to reset all operators and values to the default fields.
Requests to Approve table Note: Different fields may appear depending on your system settings.	Record	The record for which a user has submitted an approval request. For example, the record could be an invoice or some other type of record. Click the record's hyperlink to view it.
	Request	The name of the request that has been submitted. The request name indicates the type of action being requested. If the record is an invoice, the invoice amount is part of the request name.
	Type	The type of record on which a request was submitted (such as an invoice). This column does not appear if you select a record from the Record drop-down.
	Requestor	The name of the user who triggered the approval request. Click to open the user's contact record.
	Due Date	The date by which the approval request expires. If the approver performs no action before this date, TeamConnect automatically approves, rejects, or sends the request to the Process Manager, depending on how the system's approval rule. Click the column heading to sort your approval list according to the expiration date. This column does not appear if the Days Pending Action column is present.
	Days Pending Action	The number of days before the approval request expires. This column does not appear if the Due Date column is present.
	Last Approver	The name of the last approver that manually approved the request.
	Action	Click the Approve button to approve a request. Click the Reject button to reject a request.
Approve Selected		The button you use to approve multiple requests at the same time. Select the check-boxes of one or more requests before clicking this button. This button only appears if your system administrator enables batch approval.
Reject Selected		The button you use to reject multiple requests at the same time. Select the check-boxes of one or more requests before clicking this button. This button only appears if your system administrator enables batch rejection and you select one type of record from the Record drop-down list.
Send for Review		Click this button to send the approval request for review to one or more other users. You can send more than one request for review at one time by selecting multiple check-boxes. See Sending Approval Requests for Review.

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