Approval Routing

Brian Mohr Updated by Brian Mohr

HelpDesk+ home tab allows you to approve any request assigned to you for review and stay compliant with trackable actionable notifications.

Slack notifications enable you to easily manage change requests, saving time and effort.

What to Know

  • You can approve or reject a request, add relevant comments, and get notified when a request requires your approval.

Approving requests from the HelpDesk+ home tab

  1. Navigate to the HelpDesk+ home tab
  2. Click the "View" button next to awaiting approvals (if any are listed)
  3. Click the "View" button next to the approval you want to review
  4. Review the request
  5. Click the "Approve" or "Reject" button
  6. Add any relevant comments to your response

Getting notified when requests require your approval

Users will receive a notification showing that a request is awaiting approval, which appears in the app home tab.

  1. Navigate to the Helpdesk+ home tab
  2. Click on the bot messages tab
  3. Click the "View" button next to the approval message
  4. Click the "Approve" or "Deny" button
  5. Enter an approval message (optional)
  6. Click "Submit"

How did we do?

Public vs private threads

Knowledge-base Ticket Deferment

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