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Approval Dashboard

Manage approval requests in one central place

Written by Lena Semmler

The Approval Dashboard gives you an overview of all approval requests that are relevant to you. This includes requests you need to review, requests you submitted yourself, and requests that have already been completed.

The requests are divided into three tabs:

  • Action Required

  • Awaiting Approval

  • Completed

Action Required

This is the tab that opens by default. Here you can see:

  • Requests that you need to approve or reject

  • Your own requests that were rejected and need to be revised or resubmitted

Open a request to review the content and approval details and take the required action. If you reject a request, you may need to add a comment to make clear what needs to be changed. In multi-step approval processes, an approved request may then be forwarded to the next approver.

Awaiting Approval

Here you can see:

  • Requests that you submitted yourself

  • Requests that are still waiting to be reviewed and approved by someone else

Completed

Here you can see:

  • Your own requests that have been approved

  • Requests that you approved

  • Requests that you rejected

These requests usually do not require any further action.

Request Overview

Each request is shown in a table with the most important information, for example:

  • The item to be approved

  • The person who submitted the request

  • The content type

  • The due date, if available

  • The publication date, if available

  • The approval status

  • Related networks, if available

You can use the search field and due date filter to find specific requests more quickly.

Approval Deadline and Publication Date

For the further handling of a post-set, the first thing that matters is whether an approval deadline is defined.

Approval Deadline

The approval deadline corresponds to the deadline offset for the post-set. The approval should be completed by this point.

The approval deadline is defined in the corresponding approval strategy. The strategy can also define what happens if the deadline is exceeded, for example whether the post-set is automatically approved or rejected.

Not every post-set has an approval deadline. If no deadline is defined, there is no due date.

Publication Date

The publication date defines when an approved post-set should be published.

  • If no approval deadline is defined, the publication date determines when the post-set is published.

  • If the post-set is approved before the publication time, it will be published at the scheduled time.

  • If the post-set is approved after the publication time, it will be published immediately after approval.

  • If no publication time is defined, the post-set will also be published immediately after approval.

Approvals for Non-Social Content

The Approval Dashboard also supports approval requests for non-social content, such as Frames and Content. You can request approval directly from the respective object. The responsible people can then process the request through the Approval Dashboard.

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