Managing changes
Review and record approvals
Record an independent decision with a clear rationale at the appropriate approval gate.
- Who can use it
- Users with approve permission who are not the request owner.
- Where to find it
- Request > approval panel below the work area.
Step by step
Read the request scope and relevant task responses before making a decision.
At the Approval stage use the request gate; at Validation use the release gate. The decision form only appears for the active gate.
Select Approved, Changes requested, or Rejected.
Enter a rationale. It is required for rejection and requested changes. Confirm that you reviewed the current request scope.
Record the decision and verify the displayed decision, approver, and time.
Enlarge screenshotWhat to know
Independent review
The owner cannot approve their own request. Another authorized approver must record the decision, even when the owner has approval permissions.
History versus action
Previous decisions remain visible. A visible decision history does not mean a new decision is available in the current stage. An approval decision and a request stage are distinct records.