How to Handle Approvals

This guide shows you how to review and respond to approval requests.

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Viewing Pending Approvals

1. Go to Approvals in the navigation
2. You see items awaiting your decision
3. Filter by case, type, or date if needed

Supervisors also see team requests under Team Requests.

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Reviewing an Approval

1. Click the approval item
2. Read the recommended action
3. Review the AI's reasoning
4. Check the risk level
5. Look at any supporting information

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Approving

If you agree with the recommendation:

1. (Optional) Add notes
2. Click Approve

The action proceeds as recommended.

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Rejecting

If you disagree:

1. Click Reject
2. Provide a reason (required)
3. Click Confirm

Common rejection reasons:

• "Need more information first"
• "Timing not appropriate"
• "Policy concern"
• "Alternative approach preferred"

The AI will not retry without new information.

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What Requires Approval

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Bulk Approvals

For routine items (supervisors only):

1. Select multiple items
2. Click Bulk Approve or Bulk Reject
3. Add a common note
4. Confirm

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Don't Let Approvals Pile Up

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Related

• Approval Levels Reference
• Understanding Human-in-the-Loop