Receive notifications

Individuals who are designated approvers automatically receive approval notifications, including approval status updates.

Approval notifications are sent at the following times:

  • When an individual is assigned as an approver either automatically or manually. If a group is chosen, then all members of the group are sent an email. By default, the email an approver receives contains a "mailto" link that allows the approver to either approve or reject the request directly from their email system.
  • When the request reaches approved status, the person assigned to the request receives an email indicating it has been approved.

The details contained in the emails and the points at which they are sent can be tailored using System Definition > Business Rules and System Policy.

Note for Blackberry users: To see the "mailto" links mentioned above to approve or reject a request (that is 'Click here to approve CHG55555' or 'Click here to reject CHG55555'), your Blackberry device must be using version 4.5 of their software which supports HTML emails. If your Blackberry device is using an earlier version, you are not able to view or use the "mailto" links. However, as a workaround, users can reply to the email and add the statements state:approved or state:rejected within the body of the email before sending it to force the automatic approval/rejection functionality.

If you create an appropriate Inbound Email Action, you can let approvers respond to approval email notifications with a simple "yes" or "no" answer.