Approvals for Routines

In your organization, approved personnel can grant approvals for Routines executions. This process enables you to effectively track all executions completed by each assigned user and provides an approval label that confirms the task was performed correctly.

Approvals are optional and can be utilized as needed. You have the flexibility to obtain one or more approvals from different users, which is essential for maintaining internal control over approved executions.

How to Approve a Routine Execution

To begin approving a routine execution, simply follow these straightforward steps:

1. Access the Routine Execution
2. Select the Approvals Tab
3. Click the Approve Button
4. Optional: You can attach up to five images for additional support and reference.
5. Add a Message: If necessary, include a note to provide context for the approval.

You can collect multiple approvals from different users, which can be important for process management and oversight.

Important: Once a Routine is approved, it cannot be edited unless the approval is revoked.

Where to View Approvals

Routines Cards

All Routines are displayed on their main card, showcasing all their executions. In addition to the existing information, there is now a new column labeled "Approvals" that indicates the current number of approvals each Routine has received.

Explorer

Within the available filters in the Explorer section, you can find approved Routines by selecting the filters: Content Type: Routines and Condition: Approved. Applying these filters will reveal all Routines that have received approval.

Insights

In the Insights section of the Routines report, when you download the report, you will notice a new column in the executions tab that indicates whether a Routine has received approvals and the total count of those approvals.

As a final note, each time an approval is granted, the user who executed the Routine will receive an alert within the platform.

Updated on: 04/12/2025