Approve and reject
Approvals route by role, by manager or by position: a seat in the org chart such as “Plant Manager, Treatment Plant 2”. When someone changes jobs, the seat keeps its approvals and the new person picks them up.
Where to approve
Section titled “Where to approve”- My work, on the web. Each approval card shows the facts, the lines, the documents and who approved before you.
- The phone view at
/m, with the original document. See Use Spend on your phone. - Microsoft Teams: approval cards posted to your chat, if your agency has turned them on.
- Outlook: approval emails with Approve and Reject buttons, if your agency has turned them on.
- Email links: one-tap links in the approval email, signed so they work only for you and only once.
What the rules check
Section titled “What the rules check”- You cannot approve something you requested or entered yourself.
- Your approval limit applies; above it, the chain continues to the next level.
- Segregation of duties is checked against the history of the record, not only your roles.
Reminders and escalation
Section titled “Reminders and escalation”Approvals that wait get reminders, then escalate to the next person in the chain or the seat’s manager, on the timers in your agency’s policy. Every reminder, escalation and decision is on the record’s Activity tab.
Reject
Section titled “Reject”Choose Reject and give a reason. The requester or AP sees it and can fix and resubmit.