Overview
If you are an approver in TeamDynamix, a workflow or process may require your authorization before it can continue. You can access requests requiring your approval from the TeamDynamix Client Portal or from the approval notification you receive by email.
Before making a decision, review the request and confirm that the step you are responsible for approving has been completed.
Review an Approval From TeamDynamix
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Open the TeamDynamix Client Portal.
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Select Sign In in the upper-right corner and sign in to your account.
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Select View My Approvals on the main page.
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Select the ticket you want to review.
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Review the request details and confirm that the requirements for your approval have been completed. The information available in the ticket depends on the request.
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Select Approve or Reject on the right side of the ticket.
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Enter comments about your decision, if applicable. Comments you enter are attached to the ticket.
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Select Save to submit your decision and comments.
Review an Approval From an Email Notification
You can also access an approval request directly from its notification email.
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Open the email notification for the approval request.
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Select the link in the email to review and provide your approval decision.
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The link opens the approval request in TeamDynamix.
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Review the request.
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Select Approve or Reject.
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Enter comments about your decision, if applicable.
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Select Save.
Respond to an Approval as a Delegated Approver
If another approver has delegated approval authority to you, delegated requests appear with your other approvals. The request identifies that the approval is normally assigned to another approver and that you are acting as a delegated approver.
To respond to a delegated approval:
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Open My Approvals.
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Select the delegated approval request.
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Review the request details.
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Select Approve or Reject.
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Enter comments about your decision, if applicable.
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Select Save.
Note: The approval process is the same when you are acting as a delegated approver.