How Do I Approve a Request?

Approving Requests from the Approvals Dashboard

The Approvals Dashboard allows you to approve requests across multiple projects.

To access it:

1. Click the Approvals icon in the top right corner.
2. Use filters to narrow down requests by:
   • Org – If you have access to multiple orgs, filter approvals by org.
   • Project – Filter approvals by the originating project.
   • Form – Filter approvals by the form used for the request.
   • Advance Type – Filter approvals by advance type or portal grouping.
   • Portal – Filter approvals by portal.
3. To view request details, click on the desired request. From here, you can:
   • View the Item Summary and Form Responses.
   • View Individual Items.
   • Add Internal Comments (NOT visible to portal requesters).
   • Add portal comments (visible to portal requesters).
   • View the Request History.
   • Revert the request to Draft.
   • Edit the request.
   • Submit the request for approval after editing.
   • Approve or Deny the request.
4. You can also perform bulk actions on requests:
   • Check the box next to the requests you want to modify.
   • Click the Selection button.
   • Choose Draft, Publish, Approve, or Deny.

💡 Note: The chosen action will apply to all selected requests.

💡 Note: The chosen action will apply to all selected requests.

For more information on approving requests as a resource approver please see our article on Managing Resource Requests

Need Help?

If you're experiencing technical issues, email amp@c3presents.com with a summary of your issue.