Review and Approve Requests

Applies to: SP-MIS, DRIMS

This guide is for users who need to review items waiting for their approval and take action on them.

What You Will Do

• Find items waiting for your approval

• Review the details of each request

• Approve, reject, or request revisions

• Track approval history

Before You Start

• You need Approver or Manager access

• Items must be assigned to you or your security group

Find Your Pending Approvals

1. Open the Approvals menu

Click Approvals in the main menu.

2. Go to Pending Approvals

Click My Approvals, then Pending Approvals.

You will see a list of all items waiting for your approval.

Understanding the List

Column	What It Shows
Model	The type of item (change request, entitlement, etc.)
Record ID	Link to the actual item
Definition	Which approval workflow applies
Status	Always "Pending" in this view
Requested By	Who submitted the item
Requested Date	When it was submitted
SLA Exceeded	Whether the item is past its deadline

Review an Item

1. Open the item

Click on any row to view the approval review record.

2. View the original record

To see the full details of what you are approving, click the Record ID link to open the original item.

This opens the actual change request, entitlement batch, or other item so you can review all the details.

Approve an Item

1. Click Approve

From the original record, click the Approve button.

The item status changes to Approved.

Note

For multi-tier approvals, clicking Approve moves the item to the next approval level. It only becomes fully approved after all levels have approved.

Reject an Item

If the request should not be approved, you can reject it with a reason.

1. Click Reject

From the original record, click the Reject button.

2. Enter a reason

A dialog appears asking for your rejection reason. This is required.

Field	What to Enter
Rejection Reason	Explain why you are rejecting this item

3. Confirm rejection

Click Reject to confirm.

The item status changes to Rejected and the submitter is notified with your reason.

Request Revisions

If an item needs changes before you can approve it, you can request revisions instead of rejecting.

1. Click Request Revision

From the original record, click Request Changes.

2. Enter revision notes

Describe what changes are needed.

Field	What to Enter
Revision Notes	Explain what needs to be changed before approval

3. Confirm

Click Request Revision to confirm.

The item status changes to Revision Requested. The submitter can make changes and resubmit.

View Approval History

From the review list

Managers can see all reviews by going to Approvals > My Approvals > All Reviews.

Use the filters to find specific approvals:

Filter	What It Shows
Pending	Items waiting for approval
Approved	Previously approved items
Rejected	Previously rejected items
SLA Exceeded	Items past their deadline
My Requests	Items you submitted
My Reviews	Items you reviewed

From the original record

Open any record that uses approvals. The approval history appears in the Approval History section or the message log at the bottom.

Multi-Tier Approvals

Some items require approval from multiple levels. For example:

1. Supervisor approves first

2. Finance Manager approves second

3. Director gives final approval

How it works

When you approve an item with multi-tier approval:

• Your approval is recorded for your tier

• The item moves to the next tier

• The next approver is notified

• The item only becomes fully approved after all tiers approve

Check progress

On items with multi-tier approval, you can see:

Field	What It Shows
Current Tier	Which level is currently reviewing
Progress	Percentage of tiers completed

Are You Stuck?

Cannot find the Approve button? The approval buttons appear on the original record, not on the review record. Click the Record ID link to open the original item.

Approve button is grayed out or missing? You may not have permission to approve this type of item. Check with your administrator.

Rejected by mistake? Contact your supervisor. Depending on the workflow, the submitter may be able to resubmit, or an administrator may need to intervene.

Item is past SLA deadline? Items past their deadline are highlighted. Process them as soon as possible and discuss with your supervisor if you are regularly receiving overdue items.

Cannot see All Reviews menu? This option is only available to users with Manager permissions. Regular approvers only see their own pending items.

Multi-tier approval stuck? If an item is waiting at another tier and you are the approver for that tier but cannot see it, check that you have the correct security group membership.

Next Steps

• Change Requests - Learn about change request workflows

• Programs - Understand program cycle approvals