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Approve Publish Request for a Managed Document, Process or a Value Stream

As an approver, you have the ability to approve any changes requested.

James Ross avatar
Written by James Ross
Updated over a year ago

If required to give approval for a managed document, process or value stream to be published, you will receive a task in your task summary for the approval request. Approval requests can be approved in two ways: from the task summary or from within the item waiting for approval.

Approve a Request from the Task Summary

In order to approve a request from the task summary screen, the company permission, allow to approve from task, needs to be enabled.

  1. Click on Tasks in the left navigation menu

  2. Click on the title of the task

  3. Click Approve on the pop-up screen

The user needs to be in the company that the item is in to approve from the task, in the task summary screen.

Approve a Request from the Details screen

If the company preference is for approvers to only approve a request from the details screen, the company permission, allow to approve from task, needs to be disabled.

  1. Open the task awaiting approval

    1. Click on the item name in the pop-up which will direct you to the managed document, process or value stream

  2. Click the Approve button

  3. The same pop-up screen will appear as above

  4. Click Approve

While an approval request is awaiting approval, the status will change to Awaiting Approval.

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