Approval Review
Keep approvals moving so work is not blocked waiting on a decision.
#Business goal
Prevent approvals from stalling delivery, content, or finance.
#When to use this
Regularly, ideally daily.
#At a glance
| Detail | Value |
|---|---|
| People involved | Admin / operations lead |
| Departments used | Operations, Leadership |
| Modules used | Automation, Reports |
| AI used | AI drafts sequence content; the automation jobs are fixed and run on a schedule |
| Recommended timeline | Daily/Weekly |
| Prerequisites | Admin access; Email delivery configured for sending jobs |
#Step-by-step process
1
Find pending items
Look for content, deliverables, expenses, and publish requests awaiting a decision.
2
Confirm reviewers
Ensure a permitted reviewer exists for each.
3
Decide
Approve or reject promptly.
4
Unblock
Clear anything stuck.
#Decision points
Decisions to make along the way
- What is waiting on a decision?
- Who should decide?
#Approval points
Human approval required
- A permitted person decides each item; AI never self-approves.
#Success metrics
- Fewer stuck approvals
- Faster throughput
#Best practices
- Assign reviewers up front.
- Decide promptly to keep work moving.
#Common mistakes
- Letting approvals pile up.
- No permitted reviewer assigned.
#Realistic example
In practice
A daily glance shows two expenses and a publish request pending; the reviewer clears them so delivery and finance keep moving.
#Related documentation
Agency Approvals
Delivery gates.
Approval Rules
Where gates are.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
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