How do I approve Requests?

Modified on Tue, 3 Mar at 1:09 AM

An approval workflow can be set-up within Reserve where some users are given the permission to approve requests for some or all assets.

For users with this permission, the approvals are made through the Request tab.

STEPS TO APPROVE

From the home page, go to the Settings option

Navigate to the Requests tab

If needed, set your filters to the correct location. You can also filter your search to the category of assets (for example: Collaboration Space). Adjust the start and end dates in your filters to look for specific requests.

Click the SEARCH button

If there are requests awaiting approval, the approving user will be able to approve or deny other user's requests for a space(s) from the Request Table using the check box options.

Once completed, click SUBMIT

The requester will receive a notification email that their request was approved, or denied; provided they have these notifications enabled in their profile.

NOTE: The approving user does not necessarily have to be an Administrator to approve a request. They do need to be in a user group that have the permission to approve the asset that requires approval. They must also have the right to Manage Another User's Requests to Reserve Assets. Managers and Community Managers are typically the appropriate roles who can perform this this task.

Attachments (4)