{"id":30453,"date":"2025-01-29T09:32:42","date_gmt":"2025-01-29T09:32:42","guid":{"rendered":"https:\/\/help.desk365.io\/en\/docs\/admin-guide\/change-and-approval-workflows\/a-comprehensive-guide-to-change-approval-management-in-desk365\/"},"modified":"2026-03-16T12:00:35","modified_gmt":"2026-03-16T12:00:35","slug":"a-comprehensive-guide-to-change-approval-management-in-desk365","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/change-approval-management\/","title":{"rendered":"A comprehensive guide to change\/approval management in Desk365"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"30453\" class=\"elementor elementor-30453\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e5ef268 e-flex e-con-boxed e-con e-parent\" data-id=\"2e5ef268\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ac8d31 elementor-widget elementor-widget-template\" data-id=\"9ac8d31\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"35523\" class=\"elementor elementor-35523\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9dbc061 e-flex e-con-boxed e-con e-parent\" data-id=\"9dbc061\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4e5d324 elementor-widget elementor-widget-html\" data-id=\"4e5d324\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div style=\"display:inline-flex; align-items:center; gap:12px; padding:10px 16px; border:1px solid #D3D5E2; border-radius:10px; font-family:Roboto, sans-serif; font-size:18px; color:#444963; background:#ffffff;\">\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Available with:<\/span>\n<span style=\"display:inline-flex; align-items:center; gap:8px;\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n<circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n<path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n<\/svg>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Plus<\/span>\n<\/span>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n<span style=\"display:inline-flex; align-items:center; gap:8px;\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n<circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n<path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n<\/svg>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Premium<\/span>\n<\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b9a8113 elementor-widget elementor-widget-video\" data-id=\"b9a8113\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/obnaT-Ay3sQ?si=hRtoktRn6gMrSyhb&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21134051 elementor-widget elementor-widget-text-editor\" data-id=\"21134051\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">In many organizations, certain tasks or requests require approval or changes from specific individuals or teams before they can proceed. For example, issuing equipment, processing financial requests, or granting special access often involves multiple stakeholders. Desk365&#8217;s a<\/span><span data-contrast=\"auto\">pproval management\/change management <\/span><span data-contrast=\"auto\">streamlines this by automating and organizing approvals, ensuring transparency and efficiency.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">By using Desk365\u2019s change\/approval management, you can eliminate back-and-forth emails, reduce delays, and maintain an organized record of all approval or change-related activities. Whether approvals need to follow a strict sequence or be managed flexibly, Desk365 provides tools to accommodate different workflows.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7551b4de e-flex e-con-boxed e-con e-parent\" data-id=\"7551b4de\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1dfbef0d elementor-widget elementor-widget-heading\" data-id=\"1dfbef0d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Example scenario: Requesting a laptop for a new employee <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3025f458 elementor-widget elementor-widget-text-editor\" data-id=\"3025f458\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Imagine Rodger, a new hire in the marketing department, needs a laptop. In this case, Rodger submits a ticket. The ticket requires approval from:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Rodger\u2019s Manager, who is an external consultant (contact).<\/span><\/li><li><span data-contrast=\"auto\">Marketing Department Head, to ensure budget availability.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">The IT Manager, to confirm inventory and issue the laptop.<\/span><\/li><\/ol><p><span data-contrast=\"auto\">We\u2019ll use this scenario to explain how Desk365\u2019s change\/approval management workflows work, from setup to completion.<\/span><\/p><p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\"><em><strong><span class=\"TextRun SCXW164503267 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW164503267 BCX0\">Important note<\/span><\/span><\/strong><\/em><span class=\"TextRun SCXW164503267 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW164503267 BCX0\"><em><strong>:<\/strong><\/em> Su<\/span><span class=\"NormalTextRun SCXW164503267 BCX0\">pport a<\/span><span class=\"NormalTextRun SCXW164503267 BCX0\">gents can create ad-hoc approval requests directly within a ticket, even if no pre-configured approval process exists. For example, if Rodger\u2019s request <\/span><span class=\"NormalTextRun SCXW164503267 BCX0\">was<\/span><span class=\"NormalTextRun SCXW164503267 BCX0\"> unexpected, the agent handling her ticket could manually <\/span><span class=\"NormalTextRun SCXW164503267 BCX0\">initiate<\/span><span class=\"NormalTextRun SCXW164503267 BCX0\"> an approval process to address it promptly.<\/span><\/span><span class=\"EOP SCXW164503267 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><br \/><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d59c5ae e-flex e-con-boxed e-con e-parent\" data-id=\"2d59c5ae\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35179166 elementor-widget elementor-widget-image\" data-id=\"35179166\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365-1024x483.webp\" class=\"attachment-large size-large wp-image-33574\" alt=\"requesting-approval-for-a-support-ticket-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365-1024x483.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365-1536x725.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-a-support-ticket-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-506b8480 e-flex e-con-boxed e-con e-parent\" data-id=\"506b8480\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-36177307 elementor-widget elementor-widget-heading\" data-id=\"36177307\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 1: Setting up a change\/approval management workflow <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-400c6c44 elementor-widget elementor-widget-text-editor\" data-id=\"400c6c44\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">To create and manage approval management or change management workflow:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Navigate to <\/span><b><span data-contrast=\"auto\">Settings<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Productivity<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Approval Process<\/span><\/b><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Configure the workflow based on your organization\u2019s requirements.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-50b7da61 e-flex e-con-boxed e-con e-parent\" data-id=\"50b7da61\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-299de9ef elementor-widget elementor-widget-image\" data-id=\"299de9ef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365-1024x484.webp\" class=\"attachment-large size-large wp-image-33575\" alt=\"setting-up-the-approval-process-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/setting-up-the-approval-process-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-77eea14a e-flex e-con-boxed e-con e-parent\" data-id=\"77eea14a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7429fe96 elementor-widget elementor-widget-text-editor\" data-id=\"7429fe96\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\">Desk365 supports two types of <\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">change\/<\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">approval <\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">management <\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">workflows<\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">: <\/span><\/span><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\">Sequential<\/span><\/span><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\"> and <\/span><\/span><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\">Non-Sequential<\/span><\/span><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\">. <\/span><span class=\"NormalTextRun SCXW205743482 BCX0\">Let\u2019s<\/span><span class=\"NormalTextRun SCXW205743482 BCX0\"> break these down in the context of <\/span><span class=\"NormalTextRun SCXW205743482 BCX0\"><span data-contrast=\"auto\">Rodger<\/span><\/span><\/span><span class=\"TextRun SCXW205743482 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW205743482 BCX0\">\u2019s laptop request.<\/span><\/span><span class=\"EOP SCXW205743482 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4f2114cd e-flex e-con-boxed e-con e-parent\" data-id=\"4f2114cd\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-826d704 elementor-widget elementor-widget-heading\" data-id=\"826d704\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Sequential change\/approval management workflow <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35dc70a8 elementor-widget elementor-widget-text-editor\" data-id=\"35dc70a8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">In this workflow, approvals follow a specific order:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\"><strong>Step 1:<\/strong> The external consultant (contact) approves the ticket first.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><span data-contrast=\"auto\"><strong>Step 2:<\/strong> The Department Head approves next. <\/span>\u00a0<br \/><span data-contrast=\"auto\"><strong>Step 3:<\/strong> The IT Manager provides final approval.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">If <\/span><b><span data-contrast=\"auto\">any approver rejects<\/span><\/b><span data-contrast=\"auto\"> the request, the process stops immediately, and the request is marked as rejected.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">The sequence of approvers can be <\/span><b><span data-contrast=\"auto\">reordered<\/span><\/b><span data-contrast=\"auto\"> in the settings if needed.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2162d54b e-flex e-con-boxed e-con e-parent\" data-id=\"2162d54b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-17201c70 elementor-widget elementor-widget-image\" data-id=\"17201c70\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"816\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/sequential-approval-management-workflow-desk365-1024x816.webp\" class=\"attachment-large size-large wp-image-33576\" alt=\"sequential-approval-management-workflow-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/sequential-approval-management-workflow-desk365-1024x816.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/sequential-approval-management-workflow-desk365-300x239.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/sequential-approval-management-workflow-desk365-768x612.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/sequential-approval-management-workflow-desk365.webp 1062w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1044382b e-flex e-con-boxed e-con e-parent\" data-id=\"1044382b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7d497304 elementor-widget elementor-widget-heading\" data-id=\"7d497304\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Why use sequential approvals in change\/approval management? <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19fc959a elementor-widget elementor-widget-text-editor\" data-id=\"19fc959a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW103187855 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW103187855 BCX0\" data-ccp-parastyle=\"No Spacing\">This is ideal for situations where approvals need to be hierarchical or conditional. For example, Rodger\u2019s request must be approved by the external manager (contact) first, then the Department Head, and finally the IT Manager. This ensures proper oversight at each step. Including contacts in the sequence allows external stakeholders or clients to <\/span><span class=\"NormalTextRun SCXW103187855 BCX0\" data-ccp-parastyle=\"No Spacing\">participate<\/span><span class=\"NormalTextRun SCXW103187855 BCX0\" data-ccp-parastyle=\"No Spacing\"> in approval decisions that affect them directly.<\/span><\/span><span class=\"EOP SCXW103187855 BCX0\" data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d066ac3 e-flex e-con-boxed e-con e-parent\" data-id=\"2d066ac3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-51cdd0b6 elementor-widget elementor-widget-heading\" data-id=\"51cdd0b6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Non-sequential change\/approval management workflow<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-901f98 elementor-widget elementor-widget-text-editor\" data-id=\"901f98\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW110026569 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW110026569 BCX0\">In a non-sequential workflow, approvals <\/span><span class=\"NormalTextRun SCXW110026569 BCX0\">don\u2019t<\/span><span class=\"NormalTextRun SCXW110026569 BCX0\"> follow a strict order. There are two configurations:<\/span><\/span><span class=\"EOP SCXW110026569 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><b><span data-contrast=\"auto\">Everyone must approve:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\"><span class=\"TextRun Highlight SCXW170170027 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW170170027 BCX0\" data-ccp-parastyle=\"No Spacing\">All approvers (e.g., Rodger&#8217;s manager, who is the external consultant, the Department Head, and the IT Manager) must approve the request.<\/span><\/span><span class=\"EOP SCXW170170027 BCX0\" data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/span><\/li><li><span data-contrast=\"auto\">If any approver rejects the request, it\u2019s marked as rejected.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul><p><b><span data-contrast=\"auto\">Anyone can approve:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">If any one approver (e.g., either the Department Head or IT Manager) approves, the process is complete.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3bfe3fa1 e-flex e-con-boxed e-con e-parent\" data-id=\"3bfe3fa1\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-32b1adf5 elementor-widget elementor-widget-image\" data-id=\"32b1adf5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"833\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365-1024x833.webp\" class=\"attachment-large size-large wp-image-33577\" alt=\"non-sequential-approval-management-workflow-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365-1024x833.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365-300x244.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365-768x625.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365-370x300.webp 370w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/non-sequential-approval-management-workflow-desk365.webp 1041w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8963d5 elementor-widget elementor-widget-text-editor\" data-id=\"e8963d5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW160508192 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW160508192 BCX0\" data-ccp-parastyle=\"No Spacing\">Contacts added as approvers will receive notifications via email and Microsoft Teams just like agents and can respond directly to approve or reject.<\/span><\/span><span class=\"EOP SCXW160508192 BCX0\" data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-84dbe1f elementor-widget elementor-widget-image\" data-id=\"84dbe1f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"366\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/contact-receiving-the-approval-notification-desk365-1024x366.webp\" class=\"attachment-large size-large wp-image-33586\" alt=\"contact-receiving-the-approval-notification-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/contact-receiving-the-approval-notification-desk365-1024x366.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/contact-receiving-the-approval-notification-desk365-300x107.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/contact-receiving-the-approval-notification-desk365-768x275.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/contact-receiving-the-approval-notification-desk365.webp 1477w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d1160d elementor-widget elementor-widget-image\" data-id=\"7d1160d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"851\" height=\"346\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-notification-received-in-microsoft-teams-desk365.webp\" class=\"attachment-large size-large wp-image-33587\" alt=\"approval-notification-received-in-microsoft-teams-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-notification-received-in-microsoft-teams-desk365.webp 851w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-notification-received-in-microsoft-teams-desk365-300x122.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-notification-received-in-microsoft-teams-desk365-768x312.webp 768w\" sizes=\"(max-width: 851px) 100vw, 851px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6194f5f8 e-flex e-con-boxed e-con e-parent\" data-id=\"6194f5f8\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e513dbe elementor-widget elementor-widget-heading\" data-id=\"e513dbe\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Why use non-sequential approvals in change\/approval management? <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12c45aab elementor-widget elementor-widget-text-editor\" data-id=\"12c45aab\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW148429577 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW148429577 BCX0\" data-ccp-parastyle=\"No Spacing\">This is useful for simpler requests where multiple approvers are involved, but not necessarily in a specific order. For example, Rodger&#8217;s Manager, the Department Head, and the IT Manager are notified <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW148429577 BCX0\" data-ccp-parastyle=\"No Spacing\">simultaneously,<\/span><span class=\"NormalTextRun SCXW148429577 BCX0\" data-ccp-parastyle=\"No Spacing\"> either can approve to <\/span><span class=\"NormalTextRun SCXW148429577 BCX0\" data-ccp-parastyle=\"No Spacing\">expedite<\/span><span class=\"NormalTextRun SCXW148429577 BCX0\" data-ccp-parastyle=\"No Spacing\"> the process.<\/span><\/span><span class=\"EOP SCXW148429577 BCX0\" data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5be2cb97 e-flex e-con-boxed e-con e-parent\" data-id=\"5be2cb97\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-772f4026 elementor-widget elementor-widget-heading\" data-id=\"772f4026\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 2: Requesting approval for a ticket <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e770e0b elementor-widget elementor-widget-text-editor\" data-id=\"e770e0b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW113780395 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW113780395 BCX0\">Agents can request approval directly from the <\/span><\/span><span class=\"TextRun SCXW113780395 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW113780395 BCX0\">t<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">icket <\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">d<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">etails <\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">v<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">iew<\/span> <\/span><span class=\"TextRun SCXW113780395 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW113780395 BCX0\">or <\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">s<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">et up an <\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">a<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">utomation <\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">r<\/span><span class=\"NormalTextRun SCXW113780395 BCX0\">ule:<\/span><\/span><span class=\"EOP SCXW113780395 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5e9e1069 e-flex e-con-boxed e-con e-parent\" data-id=\"5e9e1069\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3f371fde elementor-widget elementor-widget-heading\" data-id=\"3f371fde\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Requesting approval from the ticket details view <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-322b1092 elementor-widget elementor-widget-text-editor\" data-id=\"322b1092\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><span data-contrast=\"auto\">Open Rodger\u2019s ticket.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Click Approvals &gt; <\/span><span data-contrast=\"auto\">Request Approval<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">You can either:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">&#8211; Create a new approval management workflow.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">&#8211; Select an existing workflow from the dropdown.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1c56c599 e-flex e-con-boxed e-con e-parent\" data-id=\"1c56c599\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4e15fe86 elementor-widget elementor-widget-image\" data-id=\"4e15fe86\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365-1024x483.webp\" class=\"attachment-large size-large wp-image-33578\" alt=\"\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365-1024x483.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365-1536x725.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/requesting-approval-for-support-ticket-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-748d5be6 e-flex e-con-boxed e-con e-parent\" data-id=\"748d5be6\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23f971b elementor-widget elementor-widget-heading\" data-id=\"23f971b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Requesting approval by setting up an automation rule <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-166c5a6 elementor-widget elementor-widget-text-editor\" data-id=\"166c5a6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW118686108 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW118686108 BCX0\">Desk365\u2019s automation feature lets you set predefined actions based on specific triggers. <\/span><span class=\"NormalTextRun SCXW118686108 BCX0\">Here\u2019s<\/span><span class=\"NormalTextRun SCXW118686108 BCX0\"> how you can create an automation rule to streamline laptop request process.<\/span><\/span><span class=\"EOP SCXW118686108 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7979e554 e-flex e-con-boxed e-con e-parent\" data-id=\"7979e554\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-45dc27f elementor-widget elementor-widget-image\" data-id=\"45dc27f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"696\" height=\"1024\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365-696x1024.webp\" class=\"attachment-large size-large wp-image-32088\" alt=\"automation-rule-for-aproval-management-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365-696x1024.webp 696w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365-204x300.webp 204w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365-768x1130.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365-1044x1536.webp 1044w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/automation-rule-for-aproval-management-desk365.webp 1230w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-423bdb08 e-flex e-con-boxed e-con e-parent\" data-id=\"423bdb08\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2028a748 elementor-widget elementor-widget-text-editor\" data-id=\"2028a748\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">So, when Rodger submits a ticket through the Support Portal with the word &#8220;Laptop&#8221; in the subject, the rule automatically:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">Sends a notification to the approvers that the approval has been requested and,<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li data-leveltext=\"-\" data-font=\"Aptos\" data-listid=\"17\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Aptos&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Initiates the approval process using the predefined &#8220;Laptop Request Workflow.&#8221;<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5d68b650 e-flex e-con-boxed e-con e-parent\" data-id=\"5d68b650\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-667f8ef5 elementor-widget elementor-widget-heading\" data-id=\"667f8ef5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 3: Sending reminders <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7177e1a8 elementor-widget elementor-widget-text-editor\" data-id=\"7177e1a8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW178087923 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW178087923 BCX0\">If an approver <\/span><span class=\"NormalTextRun SCXW178087923 BCX0\">hasn\u2019t<\/span><span class=\"NormalTextRun SCXW178087923 BCX0\"> acted, you can send <\/span><span class=\"NormalTextRun SCXW178087923 BCX0\">a<\/span> <\/span><span class=\"TextRun SCXW178087923 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW178087923 BCX0\">r<\/span><span class=\"NormalTextRun SCXW178087923 BCX0\">eminder<\/span> <\/span><span class=\"TextRun SCXW178087923 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW178087923 BCX0\">from the ticket details.<\/span><\/span><span class=\"EOP SCXW178087923 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1b9a2caf e-flex e-con-boxed e-con e-parent\" data-id=\"1b9a2caf\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8c4ff9d elementor-widget elementor-widget-image\" data-id=\"8c4ff9d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1-1024x484.webp\" class=\"attachment-large size-large wp-image-33585\" alt=\"remind-approver-helpdesk-support-ticket\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remind-approver-helpdesk-support-ticket-1.webp 1919w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1bd64fde e-flex e-con-boxed e-con e-parent\" data-id=\"1bd64fde\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2cc5cd8 elementor-widget elementor-widget-text-editor\" data-id=\"2cc5cd8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><em><strong><span class=\"TextRun SCXW144656725 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW144656725 BCX0\">Note:<\/span><\/span><\/strong><\/em><span class=\"TextRun SCXW144656725 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW144656725 BCX0\"> Reminders are valid for 30 minutes, meaning they can only be sent once every half hour.<\/span><\/span><span class=\"EOP SCXW144656725 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-10558327 e-flex e-con-boxed e-con e-parent\" data-id=\"10558327\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ebd2d78 elementor-widget elementor-widget-heading\" data-id=\"6ebd2d78\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 4: Managing approvals in progress <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-646fde0a elementor-widget elementor-widget-text-editor\" data-id=\"646fde0a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Agents can make changes to the approval process or cancel approval requests:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><b><span data-contrast=\"auto\">Edit approval request:<\/span><\/b><span data-contrast=\"auto\"> Modify approval details as needed.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Cancel approval request:<\/span><\/b><span data-contrast=\"auto\"> Cancel the approval if it\u2019s no longer required. If any approver cancels, the entire workflow is terminated.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7e6bb81c e-flex e-con-boxed e-con e-parent\" data-id=\"7e6bb81c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29f2a8ed elementor-widget elementor-widget-image\" data-id=\"29f2a8ed\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk-1024x482.webp\" class=\"attachment-large size-large wp-image-33580\" alt=\"edit-cancel-approval-request-desk365-helpdesk\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk-1024x482.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk-1536x723.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/edit-cancel-approval-request-desk365-helpdesk.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-22f506e9 e-flex e-con-boxed e-con e-parent\" data-id=\"22f506e9\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23bc1959 elementor-widget elementor-widget-text-editor\" data-id=\"23bc1959\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong><span class=\"TextRun SCXW105208700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW105208700 BCX0\">Remove a<\/span><span class=\"NormalTextRun SCXW105208700 BCX0\">n <\/span><span class=\"NormalTextRun SCXW105208700 BCX0\">a<\/span><span class=\"NormalTextRun SCXW105208700 BCX0\">pprover<\/span><span class=\"NormalTextRun SCXW105208700 BCX0\">: <\/span><\/span><\/strong><span class=\"TextRun SCXW105208700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW105208700 BCX0\">The<\/span><\/span><span class=\"TextRun SCXW105208700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW105208700 BCX0\"> workflow adjusts, and the removed approver no longer <\/span><span class=\"NormalTextRun SCXW105208700 BCX0\">participates<\/span><span class=\"NormalTextRun SCXW105208700 BCX0\"> in the process.<\/span><\/span><span class=\"EOP SCXW105208700 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4d2aba46 e-flex e-con-boxed e-con e-parent\" data-id=\"4d2aba46\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-16441677 elementor-widget elementor-widget-image\" data-id=\"16441677\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk-1024x485.webp\" class=\"attachment-large size-large wp-image-33581\" alt=\"remove-approver-desk365-helpdesk\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk-1024x485.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk-768x364.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk-1536x728.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/remove-approver-desk365-helpdesk.webp 1919w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f19533d e-flex e-con-boxed e-con e-parent\" data-id=\"6f19533d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c611637 elementor-widget elementor-widget-heading\" data-id=\"c611637\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 5: Role-based permissions in approvals <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63fcd6f5 elementor-widget elementor-widget-text-editor\" data-id=\"63fcd6f5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Desk365 provides granular control over who can manage approvals:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">Navigate to <\/span><b><span data-contrast=\"auto\">Settings<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Roles<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Admin<\/span><\/b><span data-contrast=\"auto\"> to configure permissions.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Here admins can:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><b><span data-contrast=\"auto\">&#8211; Cancel any approval request:<\/span><\/b><span data-contrast=\"auto\"> If unchecked, users can only cancel approvals they created.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><b><span data-contrast=\"auto\">&#8211; Remove any approver:<\/span><\/b><span data-contrast=\"auto\"> If unchecked, users cannot remove approvers from requests.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d0aecbe e-flex e-con-boxed e-con e-parent\" data-id=\"3d0aecbe\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-57559e83 elementor-widget elementor-widget-image\" data-id=\"57559e83\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk-1024x482.webp\" class=\"attachment-large size-large wp-image-33582\" alt=\"role-access-to-cancel-remove-approvers-desk365-helpdesk\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk-1024x482.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk-1536x723.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/role-access-to-cancel-remove-approvers-desk365-helpdesk.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f17cfce e-flex e-con-boxed e-con e-parent\" data-id=\"6f17cfce\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3956a870 elementor-widget elementor-widget-text-editor\" data-id=\"3956a870\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><em><strong>Note:<\/strong><\/em><br \/><b><\/b><\/p><ul><li><b><span data-contrast=\"auto\">Default Settings:<\/span><\/b><span data-contrast=\"auto\"> These permissions are enabled for Admins and Managers by default.<\/span><\/li><li><b><span data-contrast=\"auto\">Impact on Agents<\/span><\/b><span data-contrast=\"auto\">: If agents lack these permissions, <\/span><span data-contrast=\"auto\">they will not be able to see the remove approver or cancel approval buttons.\u00a0\u00a0<\/span><\/li><li><b><span data-contrast=\"auto\">Temporary Approvers: <\/span><\/b><span data-contrast=\"auto\">In<\/span><span data-contrast=\"auto\"> some scenarios, an agent who serves as an approver for a ticket may not have direct access to that ticket. For instance, l<\/span>et\u2019s say a ticket is assigned to the <span data-contrast=\"auto\">IT Group, but one of the approvers, <\/span><span data-contrast=\"auto\">Finance Manager, belongs to the <\/span><span data-contrast=\"auto\">Finance Group and <\/span><span data-contrast=\"auto\">doesn\u2019t have permission to view the ticket. In this case, Desk365 will display an error message, such as:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><i><span data-contrast=\"auto\">\u201cAgent (Finance Manager) does not have access to the ticket.\u201d<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6280b2a3 e-flex e-con-boxed e-con e-parent\" data-id=\"6280b2a3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-45ffa0af elementor-widget elementor-widget-image\" data-id=\"45ffa0af\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk-1024x481.webp\" class=\"attachment-large size-large wp-image-33583\" alt=\"agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk-1024x481.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk-768x361.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk-1536x722.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/agent-does-not-have-access-to-the-ticket-to-approve-desk365-helpdesk.webp 1919w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-743d4b35 e-flex e-con-boxed e-con e-parent\" data-id=\"743d4b35\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e261716 elementor-widget elementor-widget-text-editor\" data-id=\"e261716\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">To resolve this without altering the ticket\u2019s assignment group, you can add the IT Manager as a watcher on the ticket.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Adding the IT Manager as a watcher provides him\/her with temporary access to the ticket, allowing him\/her to view and approve it seamlessly<\/span><b><span data-contrast=\"auto\">.<\/span><\/b><span data-contrast=\"auto\"> Once added as a watcher, the error message will no longer appear, and the workflow proceeds without unnecessary reassignment or disruption. This ensures approvals are efficient while maintaining the ticket\u2019s integrity within its original assignment group.<\/span>\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d893e4 e-flex e-con-boxed e-con e-parent\" data-id=\"3d893e4\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6849669b elementor-widget elementor-widget-image\" data-id=\"6849669b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365-1024x483.webp\" class=\"attachment-large size-large wp-image-33584\" alt=\"adding-watcher-to-approve-the-ticket-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365-1024x483.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365-1536x725.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/adding-watcher-to-approve-the-ticket-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-21539be0 e-flex e-con-boxed e-con e-parent\" data-id=\"21539be0\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e8f5f42 elementor-widget elementor-widget-heading\" data-id=\"2e8f5f42\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 6: Approval notifications<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37e60a5 elementor-widget elementor-widget-text-editor\" data-id=\"37e60a5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Desk365 ensures clear communication during the approval process with configurable notifications. Navigate to <\/span><b><span data-contrast=\"auto\">Settings<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Productivity<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Notifications<\/span><\/b><span data-contrast=\"auto\"> &gt; <\/span><b><span data-contrast=\"auto\">Agent Notifications and Contact Notifications<\/span><\/b><span data-contrast=\"auto\"> to set these up.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Notifications can be triggered for:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">Approval request creation<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval reminders<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval acceptance or rejection<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval cancellation<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul><p><span class=\"TextRun SCXW97817005 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW97817005 BCX0\">Y<\/span><span class=\"NormalTextRun SCXW97817005 BCX0\">ou can customize the email templates for each notification to align with your brand and messaging, ensuring that communication is clear and consistent.<\/span><\/span><span class=\"EOP SCXW97817005 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">For example, when Rodger<\/span><span data-contrast=\"auto\">\u2019s laptop request is approved by the IT Manager, a notification is sent. It includes:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">The approver\u2019s name\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval description<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval status<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approval type <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">and,<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Request details.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ef88591 e-flex e-con-boxed e-con e-parent\" data-id=\"ef88591\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-207d03d4 elementor-widget elementor-widget-image\" data-id=\"207d03d4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1-1024x484.webp\" class=\"attachment-large size-large wp-image-32084\" alt=\"approval-granted-notification-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-granted-notification-desk365-1.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fa1ca34 e-flex e-con-boxed e-con e-parent\" data-id=\"fa1ca34\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2bef1fef elementor-widget elementor-widget-heading\" data-id=\"2bef1fef\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 7: Closing tickets with pending approvals <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44816117 elementor-widget elementor-widget-text-editor\" data-id=\"44816117\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Desk365 allows you to enforce rules to ensure tickets aren\u2019t closed or resolved while approvals are pending:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">Navigate to <\/span><b><span data-contrast=\"auto\">Settings &gt; Productivity &gt; Closure Rules.<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"13\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Enable the options:-<br \/><\/span><span data-contrast=\"auto\">&#8211; Close a ticket only if no approval is pending.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">&#8211; Resolve a ticket only if no approval is pending.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">This prevents accidental closure of tickets like Rodger<\/span><span data-contrast=\"auto\">\u2019s before the laptop request is fully approved.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-42916156 e-flex e-con-boxed e-con e-parent\" data-id=\"42916156\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7379291f elementor-widget elementor-widget-image\" data-id=\"7379291f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"479\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1-1024x479.webp\" class=\"attachment-large size-large wp-image-32086\" alt=\"approval-management-and-closure-rules-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1-1024x479.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1-300x140.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1-768x360.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1-1536x719.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/approval-management-and-closure-rules-desk365-1.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5a88122e e-flex e-con-boxed e-con e-parent\" data-id=\"5a88122e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46ddc8f4 elementor-widget elementor-widget-heading\" data-id=\"46ddc8f4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 8: Tracking approval and change requests <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5c46d2c4 e-flex e-con-boxed e-con e-parent\" data-id=\"5c46d2c4\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-402a3217 elementor-widget elementor-widget-text-editor\" data-id=\"402a3217\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The <\/span><span data-contrast=\"auto\">Approvals Menu <\/span><span data-contrast=\"auto\">provides a centralized view of:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">Approvals you\u2019ve requested.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"14\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Approvals assigned to you.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"14\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">All approvals in the system.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5bdde66a e-flex e-con-boxed e-con e-parent\" data-id=\"5bdde66a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-79ff28af elementor-widget elementor-widget-image\" data-id=\"79ff28af\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"356\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1-1024x356.webp\" class=\"attachment-large size-large wp-image-32087\" alt=\"tracking-approval-change-requests-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1-1024x356.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1-300x104.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1-768x267.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1-1536x533.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2025\/01\/tracking-approval-change-requests-desk365-1.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6704e1d3 e-flex e-con-boxed e-con e-parent\" data-id=\"6704e1d3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-487d569 elementor-widget elementor-widget-text-editor\" data-id=\"487d569\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW84084700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW84084700 BCX0\">By following this guide, you can configure and manage <\/span><span class=\"NormalTextRun SCXW84084700 BCX0\">change\/<\/span><\/span><span class=\"TextRun SCXW84084700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW84084700 BCX0\">approval management workflows<\/span><\/span><span class=\"TextRun SCXW84084700 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW84084700 BCX0\"> in Desk365 to suit your organization\u2019s needs, ensuring a smooth and efficient process for handling requests.<\/span><\/span><span class=\"EOP SCXW84084700 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":16,"featured_media":0,"parent":30452,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-30453","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30453","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=30453"}],"version-history":[{"count":27,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30453\/revisions"}],"predecessor-version":[{"id":35890,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30453\/revisions\/35890"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30452"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=30453"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=30453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}