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Voting on approval requests

If you are an authorized approver, you can vote on accepting, rejecting, or deferring a request from within the record (such as a ticket) or via email. You can view voting history, including all pending approvals, and add comments to accompany your vote, and you may be able to change your vote if needed.

Approval may be requested for any tickets, CIs, surveys, contracts, service level targets, work targets, services, and solutions.

Warning

Important

You cannot vote on a record that another user is editing. A warning appears, advising you of the situation. You can try to vote a little later.

To vote on an approval request

  1. From your Home page, open the record on which you want to vote.
  2. In the Approvals section:
    1. Click the button that represents your vote: Approve, Reject, or Defer.
      After you vote, the buttons change to Revote and the current votes appear in a grid, showing the vote state, date, and comment.
    2. (Optional) To include a comment, enter the information in the Comments field.
  3. Click Save.

To change your vote

  1. From your Home page, open the record that you want to modify (either View or Edit).
  2. In the Approvals section:
    1. Click the Revote button.
      The buttons change to Approve, Reject, and Defer.
    2. Click the button that represents your new vote.
    3. (Optional) To include a comment, enter the information in the Comments field.
  3. Click Save.
Warning

Important

  • After a request is accepted or rejected, the Revote button and the Comments field is removed from the Approvals section.
  • In any voting cycle, the voting history is visible only to the list of approvers for that voting cycle.
  • If a record has multiple voting cycles, then an approver who is assigned to multiple voting cycles can see the voting history of all the previous cycles that he has been assigned to, as well as the current assigned cycle.

Related topic

Voting-on-approval-requests-via-email

 

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