Provisioning > Request Workflow Configuration > Workspace Approvals

Approvals

All workspaces that require approval are listed in this tab. Users who do not have the Create Workspace permission can make a request to have a workspace created. A user specified as an approver can then either approve or deny the request. The approval step can be added when configuring the request workflow. A user specified as an approver can then either approve or deny the request.

ClosedApproval Workflow
  1. A user generates a request through the Create Workspace wizard.
  2. The approver receives a notification email contains below details

    1. Requested by

    2. Client
    3. Matter
    4. System
    5. Status
    6. Job Description

    7. The Link that redirect to CAM approval tab

  3. The approver either accepts or rejects the request.
  4. The requester receives a notification email stating whether the request was approved or rejected.

The list of information displays in the following columns in the Approval tab:

Column Name Description
Requested By User who requested the workspace.
Requested Date Date when the request was submitted.
Workspace Name Name of the requested workspace. Clicking the name to open the Workspace Preview dialog that displays the preview of the panels specified by the requester. This column can be sorted.
Client Name of the client in the workspace
Matter Name of the matter in the workspace
Status

Displays the status of the request

  • Waiting for approval
  • Request Approved
  • Request Rejected
ClosedApprove /Reject Workspace
  1. Click the link in the Workspace Name column to open the workspace submitted for approval.
  2. Review the workspace and click the Approve button to approve the workspace.
  3. Click Reject to reject the workspace

Note: Users can approve or reject a workspace based on permissions.

  1. The status of the workspace approval is updated in the Status column.
ClosedFilter a Approval Requests

This option allows the approval requests to be filtered. Enter the below filter criteria and click Filter.

  • Requested By
  • Date Range of requested Date
  • Request Name
  • Action Type
  • Client
  • Matter
  • Status

Required Permissions

Permissions Allows User To
View Approvers

View the Approvals tab. (Hides the Approval tab)

Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Last updated on September 30, 2020

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