View & Manage Approvals – PlanRadar HelpCenter

Overview

Find, view, edit, cancel, or delete approval requests (or short 'approvals').

The new Approvals page that shows all approvals requests of all types in one place is available only in the Webapp.
In the mobile app you find approvals either in Documents or in Tickets depending on their type.

Access & Permissions

Only Pro and Enterprise accounts created after February 2022 are eligible for approvals.
If you have an older Pro or Enterprise account contact us to upgrade your account.

To view and manage approvals you need an in-house user with a role permission for Approval Requests. Read more in Permissions.

Approvals

To access Approvals, where you find all pending, completed and cancelled approval requests for tickets, documents and plans:

Click Approvals
Click All Approvals (or select one of the filtered views)
Optional: Select a project or All projects in the Project drop-down to view the corresponding approvals.

Find & View Approval Requests

To quickly find the right approval request use the filtered views in combination with sorting by column.

To view the approval request details:

Click on the approval request

Filtered Views

While you are on the Approvals page, you can quickly select one of the filtered views from the sidepanel:

All approvals
Ticket approvals
Document approvals
Plan approvals
Pending your approval
Created by you

Sort by Column

If you are e.g. in the Document Approvals View, you might want to sort the list by status (or other columns) to see all pending or completed document approval requests at once.

To sort the list by a column:

Click on the column header e.g. Status

In the mobile app there is no overview to find all approval requests in one place. For further actions you need to go to the details of an approval request as described below for Ticket Approvals and Document & Plan Approvals.

Ticket Approvals

To access the details of a ticket approval request:

Click Tickets
Filter the ticket list by Approval status: Pending your approval.
Read more in Filter Tickets.
Click on the ticket
Click View approval request

Document & Plan Approvals

To access the details of a document or plan approval request:

Tap Documents in the main menu
Tap More
Tap Approvals
You see all Pending approval requests
Tap Completed or Cancelled to filter the list for that status
Tap on the approval request to view the details

Edit Approval Requests

Pending approval requests cannot be edited.
- If a pending approval request becomes obsolete, you need to cancel it and if necessary create a new one.
Only completed Document Approval Requests can be edited to add additional steps.
Read more in Request Approval for Documents > Add Steps to a Completed Approval.
- Editing is not possible for ticket or plan approvals.

Cancel Pending Approval Requests

If an approval request becomes obsolete after sending, it is possible to cancel it.

After cancelling a ticket approval request, the ticket will be unlocked automatically and it is possible to request approval again. The cancelled request will still be visible in the approvals view with the status 'Cancelled'.

To cancel a pending approval request:

Webapp
Mobile

Click on the approval request in the list to open it
Click Cancel request
Type "Cancel" to confirm
Click Cancel request

Go to the details of an approval request – as described above in How to access.
Scroll down
Tap Cancel request
Tap Cancel Request

Delete Approval Requests

Delete an approval request to permanently remove it from the list of approval requests. Recommended only for cancelled approval request and if you do not need the information in the request anymore.

The approval status of reviewed items will remain, but the information in the approval request about who approved/rejected/commented what and when will be lost.
Deleted approval requests cannot be restored.

Pending approvals cannot be deleted, but must be cancelled first.