Teams - Manage Document Approval Tutorial

Easily manage your document approvals with our solution. Learn how to receive notifications, approve requests and view approval history. Perfect for approvers looking for better document management.

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Objectifs :

This video aims to guide users through the process of approving requests within the activity tab, ensuring they understand how to verify request data and take appropriate actions based on their assessment.

Chapitres :

  1. Introduction to Request Approval
    In this section, we will explore the process of handling approval requests. Understanding this process is crucial for maintaining workflow efficiency and ensuring that all requests are properly evaluated.
  2. Accessing Approval Notifications
    To begin, navigate to the activity tab where you will find notifications for approved requests. Click on the notification to automatically open the request for approval. If the request does not open automatically, you can manually access it by clicking on the notification and then going to the 'Received' tab.
  3. Viewing Approval Requests
    Once in the 'Received' tab, a list of approval requests will be displayed. You can find all requested approvals by looking for the requested status. This allows you to easily identify which requests require your attention.
  4. Verifying Request Data
    By clicking on a specific request, you will access the approval window. It is essential to verify that the request data is correct. If necessary, you can add comments to provide additional context or feedback regarding the request.
  5. Taking Action on Requests
    If you believe that the request should not be approved, you have several options: you can reject the request or reassign it for further review. However, if everything appears correct, simply click on 'Approve.' This action will change the request status to 'Approved.'
  6. Conclusion
    In summary, the approval process involves accessing notifications, verifying request data, and taking appropriate actions based on your assessment. By following these steps, you can ensure that all requests are handled efficiently and accurately.

FAQ :

What should I do if I receive a notification for an approved request?

You should click on the notification to automatically open the request for approval. If it does not open, go to the Received Tab to find the request.

How can I verify the request data before approval?

You can review the details in the Approval Window. Ensure all information is correct before proceeding.

What actions can I take if I believe a request should not be approved?

You can choose to reject the request or reassign it to another user for further review.

What happens after I click 'Approve' on a request?

The request status will change to 'approved', indicating that it has been accepted.

Can I add comments to a request?

Yes, you can include comments in the Approval Window if you need to provide additional information or feedback.

Quelques cas d'usages :

Request Approval in Project Management

In a project management setting, team leaders can use the approval process to manage resource requests. By verifying request data and approving or rejecting them, they ensure that resources are allocated efficiently.

Streamlining HR Processes

HR departments can utilize the approval system to handle employee requests for leave or benefits. By reviewing requests in the Activity Tab, HR can maintain accurate records and ensure timely responses.

Financial Approvals in Accounting

Accountants can apply the approval process to manage expense reports. By verifying the request data and approving them, they can ensure compliance with company policies and maintain financial integrity.

IT Support Ticket Management

IT departments can use the approval workflow to manage support tickets. By reviewing and approving requests for software or hardware, they can streamline operations and improve response times.

Glossaire :

Approved Request

A request that has been officially accepted and is ready for further action.

Activity Tab

A section in a software interface where users can view notifications and updates related to their tasks or requests.

Notification

An alert or message that informs users about updates or actions required regarding their requests.

Received Tab

A section where users can view all incoming requests that require their attention.

Approval Window

The interface that allows users to review and approve or reject requests.

Request Data

The information associated with a request that needs to be verified before approval.

Comment

A note or feedback provided by the user regarding a request, which can be used for clarification or additional information.

Reject

To decline a request, indicating that it does not meet the necessary criteria for approval.

Reassign

To transfer a request to another user for further action or review.

Approve

To accept a request, indicating that it meets the necessary criteria and can proceed.

Request Status

The current state of a request, which can be 'pending', 'approved', or 'rejected'.

résultat(s)
00:00:02
As an Approved and Approvel
00:00:04
Request has been sent to you,
00:00:06
You you will find notifications to
00:00:08
Approved request in the Activity Tab.
00:00:10
Click on the notification will automatically
00:00:13
Open the request for you too approved.
00:00:16
If not, click on the notification,
00:00:19
Go to the Received Tab.
00:00:21
A list of approvel will be displayed
00:00:23
And you can find all requested approvel
00:00:26
By looking for the requested stats.
00:00:28
By Click on the Request,
00:00:30
You Will Find the Approval
00:00:32
Window as in approved.
00:00:34
You must check if the
00:00:35
Request data is correct.
00:00:37
You can Inside a comment if necessary.
00:00:40
If you believe that the
00:00:42
Request should not be approved,
00:00:43
You can perform other actions sutses.
00:00:46
Reject rewrite if everything looks correct,
00:00:50
click on approve.
00:00:51
You Can See the Request
00:00:54
Status changed to approved.

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résultat(s)
00:00:02
Como Aprovado e Aprovado
00:00:04
O pedido foi enviado a si,
00:00:06
Encontrará notificações para
00:00:08
Pedido aprovado no separador Atividade.
00:00:10
Clique na notificação automaticamente
00:00:13
Abra o pedido para si também aprovado.
00:00:16
Caso contrário, clique na notificação,
00:00:19
Aceda ao separador Recebidos.
00:00:21
Será apresentada uma lista de aprovações
00:00:23
E pode encontrar todas as aprovações solicitadas
00:00:26
Ao procurar as estatísticas solicitadas.
00:00:28
Ao clicar no Pedido,
00:00:30
Encontrará a Aprovação
00:00:32
Janela como em aprovada.
00:00:34
Deve verificar se o
00:00:35
Os dados do pedido estão corretos.
00:00:37
Pode Insitar um comentário, se necessário.
00:00:40
Se acredita que o
00:00:42
O pedido não deverá ser aprovado,
00:00:43
Pode executar outras ações sususes.
00:00:46
Rejeitar a reescrita se tudo parecer correto,
00:00:50
clique em aprovar.
00:00:51
Pode Ver o Pedido
00:00:54
Estado alterado para aprovado.

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résultat(s)
00:00:02
In qualità di Approvato e Approvatore
00:00:04
La richiesta ti è stata inviata,
00:00:06
Troverai notifiche a
00:00:08
Richiesta approvata nella scheda Attività.
00:00:10
Il clic sulla notifica verrà eseguito automaticamente
00:00:13
Apri la richiesta perché anche tu sia approvata.
00:00:16
In caso contrario, fai clic sulla notifica,
00:00:19
Vai alla scheda Ricevuti.
00:00:21
Verrà visualizzato un elenco di approvazioni
00:00:23
E puoi trovare tutte le approvazioni richieste
00:00:26
Cercando le statistiche richieste.
00:00:28
Facendo clic sulla richiesta,
00:00:30
Troverai l'approvazione
00:00:32
Finestra come approvata.
00:00:34
È necessario verificare se il
00:00:35
I dati della richiesta sono corretti.
00:00:37
Puoi inserire un commento se necessario.
00:00:40
Se ritieni che il
00:00:42
La richiesta non deve essere approvata,
00:00:43
È possibile eseguire altre serie di azioni.
00:00:46
Rifiuta la riscrittura se tutto sembra corretto,
00:00:50
clicca su approva.
00:00:51
Puoi vedere la richiesta
00:00:54
Lo stato è cambiato in approvato.

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résultat(s)
00:00:02
В качестве утвержденного и одобренного
00:00:04
Запрос отправлен вам,
00:00:06
Вы найдете уведомления на
00:00:08
Одобренный запрос на вкладке «Активность».
00:00:10
Нажмите на уведомление, которое откроется автоматически
00:00:13
Откройте запрос, чтобы вы тоже одобрили его.
00:00:16
Если нет, нажмите на уведомление,
00:00:19
Перейдите на вкладку «Получено».
00:00:21
Отобразится список одобренных документов
00:00:23
И вы можете найти все запрошенные разрешения
00:00:26
Просмотрев запрошенную статистику.
00:00:28
Нажав на запрос,
00:00:30
Вы найдете одобрение
00:00:32
Окно в утвержденном виде.
00:00:34
Вы должны проверить,
00:00:35
Данные запроса верны.
00:00:37
При необходимости вы можете добавить комментарий.
00:00:40
Если вы считаете, что
00:00:42
Запрос не должен быть одобрен,
00:00:43
Вы можете выполнять другие действия в любое время.
00:00:46
Отклоните рерайт, если все выглядит правильно,
00:00:50
нажмите «Утвердить».
00:00:51
Вы можете увидеть запрос
00:00:54
Статус изменен на одобренный.

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résultat(s)
00:00:02
Como aprobado y aprobado
00:00:04
Se le ha enviado la solicitud,
00:00:06
Encontrarás notificaciones para
00:00:08
Solicitud aprobada en la pestaña de actividades.
00:00:10
Al hacer clic en la notificación, aparecerá automáticamente
00:00:13
Abre la solicitud para que tú también la apruebes.
00:00:16
Si no es así, haz clic en la notificación,
00:00:19
Ve a la pestaña Recibidos.
00:00:21
Se mostrará una lista de aprobaciones
00:00:23
Y puede encontrar todas las aprobaciones solicitadas
00:00:26
Buscando las estadísticas solicitadas.
00:00:28
Al hacer clic en la solicitud,
00:00:30
Encontrará la aprobación
00:00:32
Ventana tal y como está aprobada.
00:00:34
Debe comprobar si el
00:00:35
Los datos de la solicitud son correctos.
00:00:37
Puedes insertar un comentario si es necesario.
00:00:40
Si crees que el
00:00:42
La solicitud no debe aprobarse,
00:00:43
Puede realizar otras acciones sutses.
00:00:46
Rechaza la reescritura si todo parece correcto,
00:00:50
haga clic en aprobar.
00:00:51
Puede ver la solicitud
00:00:54
El estado cambió a aprobado.

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