How to enable and use the approval dashboards

Published 02/16/2018 08:17 AM   |    Updated 02/16/2018 12:06 PM

Approvers and requestors now have a drag-and-drop widget on their dashboard that displays outstanding requests waiting for approval or needing to be approved. This widget allows each user type to view request details and make specific actions based on roles.

Step 1: Access your dashboards


After logging in to your insight.com account, within the secondary navigation menu, select Dashboard.


dashboard


Step 2: Ensure dashboard settings show approval workflows


In order to view the approval dashboard, ensure you have the approval workflow checkbox selected in your dashboard settings. Access your settings by selecting the gear icon to open the settings menu.


Dashboard settings

Step 3: Select the correct workgroup to view more details


Your approval dashboard will display all outstanding requests assigned to you. To view more details about each request, ensure the appropriate web group is selected


workgroup


Using the approval dashboard as an approver


This drag-and-drop widget can be placed anywhere on your dashboard. The information in the workflow provides need-to-know information, including number, requestor, creation date, days in your queue, account, total and actions. With the appropriate web group selected, select the number link to open additional request details. Use the actions drop-down menu to approve, deny or flag a request for review.


approver


Using the approval dashboard as a requestor


This drag-and-drop widget can be placed anywhere on your dashboard. The information in the workflow provides need-to-know information, including number, approver, creation date, days waiting for approval, account, total and actions. With the appropriate web group selected, select the number link to open additional request details. If you want to cancel a request for approval, simply select the cancel button.


requestor


Approver and Requestor Dashboards Video


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