How do I approve a request?
Plans, deferrals, leave, new doctors, exceptions, stock and activity requests all come to Approvals. The number beside it in the menu is how many wait for you.
The two tabs
| Tab | What it holds |
|---|---|
| Waiting for me | Requests at a step you decide ("N waiting for you"). Shows for people who approve |
| Sent by me | Your own requests and where they are |
Columns: Kind, From, What, Since, Status, and Open. Decided recently lists the latest decisions.
Decide a request
- Press Open on the request.
- Read it. A change shows each field as before → after. An unplanned request is marked so.
- Add a Note if you want.
- Press Approve, Reject, or Return.
Return sends it back to be changed. It is offered for a monthly plan, an activity and a grant, and needs a note.
When the request has more steps, approving it says "Sent to the next step". Otherwise the message says Approved, Returned or Rejected.
For an honorarium, Approved amount lets you change what the doctor is paid before you approve.
The approval chain
The dialog shows every step: the approver, its state (Approved, Rejected, Returned, Waiting, Next, Skipped), the people who can decide, the time allowed ("SLA N h") with its due time, and who decided.
Your own requests
Open one under Sent by me to follow it. While it is still waiting you can Cancel request.
Statuses: Waiting, Approved, Rejected, Cancelled.
Who approves what, in how many steps, is set under Approval rules. An approval older than 2 days shows on the dashboard's setup checklist, and one past its time shows on the risk radar.