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Approval Management User Manual

The Approval App is a centralized platform designed to simplify and streamline the approval process across your organization. Whether you’re handling invoices, hiring approvals, project plans, or other approval-required documents, this tool allows you to manage requests efficiently and with full transparency.

With intuitive navigation, real-time status updates, and bulk actions, the Approval App helps approvers stay organized and responsive — all while maintaining compliance and accountability.

1. Introduction

The Approval App is a streamlined, centralized platform designed to manage and track approval workflows within your organization. Whether it's invoices, budgets, project plans, or other decision-based documents, the app empowers users to review, approve, or reject requests with transparency and control.

This tool is built to improve efficiency, reduce bottlenecks, and provide full visibility into the status of approval processes across departments or teams. By organizing requests into simple status categories—Pending, Approved, and Denied—users can focus on what needs action and maintain audit-ready records of all decisions.

🔑 Key Capabilities:

  • Real-Time Approval Dashboard
    View and manage all incoming requests, categorized by approval status.

  • Easy-to-Use Interface
    Approve or deny individual or multiple requests with just a few clicks.

  • Detailed Request View
    Access complete metadata including requester, date, resource type, and current status.

  • Advanced Filtering
    Quickly find requests by type, person, or status using built-in filters.

  • Bulk Actions
    Approve or deny multiple requests simultaneously to save time.

  • Role-Based Permissions
    Only authorized users can perform approvals or view specific requests based on their role.

✅ Benefits:

  • Increases Efficiency
    Speeds up approval cycles by reducing manual tracking and communication delays.

  • Improves Accountability
    Every decision is logged with timestamps and user information for full transparency.

  • Supports Compliance
    Keeps a clear record of all approvals and denials, ideal for audit trails and reporting.

  • Works Across Teams
    Centralizes all types of approvals (finance, operations, HR, etc.) in one unified interface.

The Approval App is the ideal solution for organizations looking to simplify and scale their internal approval workflows, while ensuring consistency, security, and traceability.

2. Navigating the Approval App

Once logged in, you will be directed to the Dashboard, which organizes all approval requests into three main categories for easy access:

  • 🕒 Awaiting Approvals
    Requests that are pending your action and require approval or denial.

  • ✅ Approved Requests
    A history of all requests that you (or others) have approved.

  • ❌ Denied Requests
    A record of requests that have been rejected, including who denied them and when.

Use the navigation menu to switch between these views quickly.

3. Understanding the Approval Process

Each request in the Approval App goes through a clear, standardized workflow:

  1. Pending – A new request is submitted and awaits review.
  2. Approved – The request has been accepted.
  3. Denied – The request has been reviewed and rejected.

To take action on a request:

  • Select it from the list.
  • Click "Approve" or "Deny" using the action buttons.
  • The request status will update immediately.

🔍 Using Filters to Manage Approvals

Filters are an essential feature to help you focus on the requests that matter most.

You can apply filters by:

  • Resource Type:
    • Invoice,
    • Budget,
    • Planned Course,
    • Project,
    • Recruitment,
    • Recruitment stage move,
    • Payroll Bonuse,
    • Payroll Advance,
    • Payroll Deduction.
  • Responsible Person – The person who initiated the request
  • Approved by - The person who approved request
  • Approval Status – Pending, Approved, or Denied

To use filters: 1. Open the filter bar. 2. Select your desired criteria. 3. The list will auto-update to reflect your selection.

💡 Tip: Clear your filters if you’re not seeing expected results.

4. Performing Actions on Approval Requests

🧍 Individual Actions

To approve or deny a single request: 1. Go to the Awaiting Approvals section. 2. Select the request you want to act on. 3. Click either "Approve" or "Deny".

📦 Bulk Actions

To process multiple requests at once: 1. Use the checkboxes to select multiple entries. 2. Choose the bulk approve or deny action. 3. Confirm your choices in the popup dialog.

🔒 Permissions Note:
You must have the appropriate role or permission level to perform bulk or individual approvals. If buttons are disabled, contact your system administrator.

5. Viewing Approval Request Details

Each approval contains complete metadata for tracking and auditing:

  • ID - Identification Number of request
  • Requested Approval – Type of approval (e.g., Invoice Payment)
  • Resource – Linked invoice, budget, or project reference
  • Requested When – Timestamp of the request submission
  • Approval Status – Current state (Pending, Approved, Denied)
  • Responsible Person – Who initiated the request

To view these details: - Click on a request from any of the three sections. - A detail view will open with full context.

6. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Approvals App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy approving! 🚀

7. Frequently Asked Questions (FAQ)

How do I approve a request?

Go to the Awaiting Approvals section, select the request, and click "Approve".

Can I approve multiple requests at once?

Yes, use the checkboxes to select multiple requests, then use the bulk approve option.

Why can’t I see certain approval requests?

You may lack permissions or filters may be applied. Check both.

What happens after I deny a request?

The request is moved to the Denied section and logged with a timestamp.

Can I undo an approval or denial?

No. Once a decision is made, it is recorded as final. Contact an admin if you believe a change is needed.

Who can view all approval activity?

Typically, administrators or users with elevated roles can view all requests and their statuses.

How does the page look like?

Approvals Table Example