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Approval Requests Report

It may be necessary to override the approval process without all parties having participated.

James Ross avatar
Written by James Ross
Updated over 3 weeks ago

You need to be an administrator or a user with the view report permission to be able to view the approval requests report.

As a user, you can only view the report and open the approval progress of each managed document, process or value stream within the report.

As an administrator, you have the ability to override the approval process as approved or declined on managed documents, processes and value streams. Only public managed documents, processes and value streams that are Awaiting Approval can be overridden. This report can be exported to PDF, Excel and CSV.

Quick Steps

  1. Select reports from the left navigation menu

  2. Select Approval Requests

    1. If this report does not show, then the allow process approval procedure has not been activated

    2. To activate this feature, please contact ProcessPro support

  3. Select the managed documents, processes and/or value streams you want to publish by selecting the empty box before it

  4. Click on the Bulk Change button

    1. To approve the selected approval requests, select Override as Approved and select Yes on the pop-up. The selected managed documents, processes and value streams will be published and removed from the report

    2. To decline the selected approval requests, select Override as Declined and provide a reason. The selected managed documents, processes and value streams will be declined and remain on the report.

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