Completing an approval
Roles and permissions
Only the person assigned as the approver can complete an approval.
Approvals are part of a structured process that ensures that designated approvers formally review completed work. They are common for policy documents and uploaded proof files that will be used as evidence in Hyperproof.
When an approval is assigned to you, Hyperproof sends you a notification containing a link to the approval. Your job is to review the approval's contents and either approve them or request changes. If you request changes to the content of an approval, you must provide comments about what changes are needed.
Note
You must be able to log in to Hyperproof to access your approval.
Each approver receives a notification when they are assigned an approval. Open the Hyperproof notification and click the link to your approval. If you are not logged in to Hyperproof, you are asked to log in to authenticate your identity.
Or
Open Hyperproof, navigate to Work Items > Approvals, and select an approval.
The Approval window displays, allowing you to review the details.
Click Start review.
The Approval request window displays.
Review the information in the left panel. If there is proof attached, verify that it is correct and meets any requirements shown in the Description or the Title of the approval.
If no changes are necessary, click Approve.
Add comments if needed in the Add comment field. If your decision is to Approve, the Add comment field is optional.
If changes are necessary, describe the changes in the Add comment field, then click Request changes.
Note
Hyperproof requires a comment to allow you to click Request changes. Comments display on the source object, such as a task, in the Approvals section and in the approval Activity Feed.
Click Submit decision to submit your approval decision or click Close to close the review and remove your changes.
Field | Definition |
|---|---|
Approval Overview | |
Status | This field is not editable for approval work items.
|
Facepile | Displays the person assigned to the approval, and the person who assigned it. |
Comment  | Moves the cursor to the Activity feed field where you can enter a comment. |
ID | The system generated ID for the approval. Approval IDs always begin with AP. This field can't be edited. |
Title | The system-generated title for the approval in the format: <Assignee> name>: Approval for <Object Name>. This field can be edited. |
Description | User-specified description for the approval. |
Start review | Opens the review window where you can review the object and approve or request changes. |
Source | The system generated link to the object being reviewed, such as a task. Click this link to open the object from the approval. If you are not a member of the source object, you can't access it via this link. |
Assignee | The user assigned to approve this object. |
Due date | The date by which the approval must be completed. |
Priority | The priority for this approval. The default setting is Medium. This field can't be edited. |
Responded on | Date that the assignee completed their approval. |
Activity Feed | The log of activity for this approval. You can @mention another Hyperproof user in the Activity Feed to generate a notification about this approval. |
Approval request | |
Left panel | Displays the approval details outlined in the Approval overview section of this table and the object to be approved, such as linked proof. Click a proof name to open the viewer and review the contents. |
Instructions | Explains what is expected of the reviewer. |
Approve | Click Approve to approve this object. Hyperproof notifies the creator of the approval that you have approved. |
Request changes | Add a comment to the Comment field about any changes you feel are necessary and click Request changes. Hyperproof notifies the creator of the approval that changes are needed. |
Add comment | The approver provides any feedback on the approval here. This field is required to select Request changes. Comments display on the source object, such as a task, in the Approvals section and in the approval Activity Feed. |
Submit decision | When your review is complete and you have entered your decision, click Submit decision. |
Close | Closes the Approval request without saving any changes. |