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Approvals

The "Approvals" tab shows all cases in which a message is waiting for approval. This way, you can quickly gain an overview of open approvals.

The image shows the OmbuDesk dashboard in the "Approvals" tab, which is outlined in red in the upper navigation.

When is a case displayed in approvals?​

If you are a case manager, you can see all the cases here, in which you've drafted a message that is waiting for approval.

If you have the rights to grant approvals, you will see all cases, in which a message is waiting for your approval.

How do you request an approval?​

You can submit a message for approval by following these steps:

  1. Open a digital case file.
  2. Click on the quick action "Write message".
  3. Select status change at the bottom.
  4. Set the status change to "Approval".

The image shows steps 1 & 2 for requesting an approval. Open file and compose message are highlighted in color.

The image shows step 3 for approvals. Status change and selection list with Approval are highlighted in color.

The image shows step 4 for approvals. Status change and selection list with Approval are highlighted in color.

How can you review an approval?​

Follow these steps to review an approval:

  1. Click on the green arrow symbol to open the email view.
  2. Click on the blue question mark to open the message which is waiting for approval.
  3. Read the message and correct it – if necessary.
  4. Grant or reject approval and provide reason – if necessary.

The image shows steps 1 & 2 of reviewing approvals, which are marked.

The image shows steps 3 & 4 of reviewing approvals, which are marked.

Role-based view​

Supervisors see all pending approvals for their team in this list, while case managers can see and track the status of their own drafts here.

Important information: While using a trial environment of OmbuDesk, all users are defined as "superusers". This gives a user all possible rights in the application. That's why you can grant your own approvals and see all drafts sent for approval. The role-based view will be established correctly, if you decide to use OmbuDesk.