How to Submit an Approval Request

Submit an approval request when an action or decision requires formal review by an assigned approver.

Before you start

Make sure:

• the request really needs governed review
• you know who should approve it
• you can clearly explain what is being requested and why

Steps

1. Open the relevant page or approval entry point 2. Select Create Approval Request 3. Enter the request title 4. Add a clear description 5. Select the request type 6. Choose the approver 7. Add an expiry time if applicable 8. Submit the request

What happens next

After submission:

• the request enters pending status
• the approver may receive a notification
• the request appears in your request history
• the approver can review and decide

Best practice

Write the request so the approver can decide from the information in the request itself, without needing a separate explanation.