Online Help | Desktop App

Approvals tab

Alloy Navigator Express supports triggering approval process for various requests and objects, such as Change Requests, Purchase Orders and KB Articles, so you can manage and track human tasks involved in that process.

Typically, you can start the approval process by performing the Create Approval workflow action. All the information on the approvals is shown on the Approvals tab of the object details window. This tab allows you to manage all the related approval requests. Basically, each approval request belongs to one of the approval modes:

  • A task is approved by a single nominated person. In this case, you need not configure any approval options.

  • A task is approved by a group of persons. This procedure can include various voting rules, a series of nominated approvers, voting time frame, etc.

Once an Approval Request is created, each participant in the approval chain reviews and complete his own task, adding his or her digital signature to the stack. When all of the workflow participants complete their workflow task, or when the specified number of people have provided their approval, the workflow ends. After it is completed, all the approval comments are consolidated and available on the Approvals tab. You can view or edit the details of the related approval request by double-clicking its record in the grid.