Approving a Workflow

How to approve a workflow request in RiskSense.

To approve a workflow, navigate to the Manage > Workflows page.

Navigation - Manage - Workflows

Find the workflow card to approve.

Workflow Approve - Workflow Card to Approve

In the upper-right hand corner of the selected workflow, click the triangle button near Actions.

Workflow Approve - Actions Triangle Location

In the Approve Workflow window, ensure the expiration date is correct. If so, click Submit.

Workflow Approve - Submit Button Location

To change the expiration date, click the Override Expiration Date? checkbox.

Workflow Approve - Override Expiration Date Checkbox

You can change the expiration date in several different ways. Click the expiration date field to type out the new date. Click the calendar icon to select the date from a calendar. Click OK to set the date.

Workflow Approve - Calendar Expiration Date Selection

Click anywhere on the timeline to select a date.

Workflow Approve - Select Date from TImeline

After updating the expiration date, click Submit. The workflow is now approved.

Workflow Approve - Workflow Approved