Approvals Inbox Walkthrough

This walkthrough explains how to use Approvals Inbox to review pending approvals, track your submitted requests, and handle approval decisions in a governed way.

Start with the correct view

Approvals Inbox usually supports at least two views:

• Inbox for requests assigned to you
• My Requests for requests you submitted

Choose the view that matches the work you need to do.

Use status filters

Use filters such as:

• all
• pending
• approved
• rejected
• cancelled
• expired

This helps you quickly isolate requests that still need action.

How to review a request

When reviewing an approval, check:

• title
• description
• request type
• expiry time
• attachments
• any supporting context or linked workflow details

How to approve

1. Open the request 2. Review the details 3. Add a decision comment if needed 4. Select Approve

How to reject

1. Open the request 2. Review the details 3. Enter a clear rejection reason 4. Select Reject

How to cancel your own request

If you are the requester and the approval is still pending:

1. Open the request from My Requests 2. Select Cancel

Best practice

Use decision comments whenever possible, even for approvals. They improve clarity and reduce follow-up confusion.