You can start the process of reviewing an item either from the dashboard or from the item screen. Instructions for both locations are included below.

From the dashboard…

In the Items list, items which you need to review and take action (or if you have access that allows you to view approvals) will have a yellow Approvals button.

Click the button to go to the Items screen for the item. 

When you arrive at the screen, the approvals box will be displayed

Follow the instructions below for the Items screen


In the Items screen…

Click the Take Action / View Approvals button

How do I view approval status of an item?

If the item is waiting for your approval, the Approve and Defer buttons will be displayed.

Click the appropriate button to record your action.

You can also view approval actions of all approvers for the item in the approvals box.