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Approval Rules

Can Approvers be removed from an Approval Flow?

Yes, however, it is required that the user editing an approval flow has Admin permissions. To remove an approver from the approval flows of a Request in “Pending Approval” status: A. Own requests: He…

Updated by Jean Acosta

How to ping an Approver who hasn’t approved, or send an Approval Reminder

A. To send an Approval Reminder or Ping the next Approver on your own Request : Head over to the My Requests tab. You can visualize your Requests either using List view or Kanban view , by clicking o…

Updated by Jean Acosta

Can I edit the Approval Flow of a Request already submitted for Approval?

To edit Request approval flows: Head over to the Requests tab to view your previously submitted requests. Locate the Request under the Pending Approval column you want to edit and click on it. You'll…

Updated by Jean Acosta

How can I set specific Approval rules for Requests, Budgets and Bills?

You can create approval rules for new requests, budgets and/or bills by using the variable "Type" as shown below: Name your New Ruleset. Under Ruleset Criteria : Select the Type Variable.. Choose Req…

Updated by Jean Acosta

How can I delegate approvals in case of absence?

You can delegate your approvals in case of planned and unplanned absence. A. If you have a planned absence and would like to delegate your approvals to another user within your company: Head over to…

Updated by Jean Acosta

When is it recommended to define Approval Rules based on Categories vs. Teams?

In ControlHub, your decision to define your Approval Rules based on Categories or Teams will most likely depend on the specific requirements and structure of your organization. Here are some consider…

Updated by Jean Acosta

Can I edit the Approval Flow of a Bill already submitted for Approval?

To edit Request approval flows: Head over to the Requests tab to view your previously submitted requests. Locate the Request under the Pending Approval column you want to edit and click on it. You'll…

Updated by Jean Acosta

Can I edit the Approval Flow of a Budget already submitted for Approval?

To edit Request approval flows: Head over to the Requests tab to view your previously submitted requests. Locate the Request under the Pending Approval column you want to edit and click on it. You'll…

Updated by Jean Acosta

How do I set Approval Rules?

Head over to your account Settings (top right gear icon ⚙️) and then on the Approval Rules subtab. To create a new Approval Rule, click on the +Add Ruleset button. First, give your rule a Name. Crite…

Updated by Jean Acosta

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