Approvals

Creating an Approval Request

You can create an approval request from different sections of MyPrism:

1. Via App Launcher

• Log in to MyPrism and open the App Launcher.

• Navigate to the Action module and click on Approvals.

• Select Create Approval.

• Fill in the following fields:

  • Title

  • Description

  • Approvers

  • Due Date

  • Business Function

  • Linked entities (such as Action, Goal, or KPI)

• Click Save. Your approval request will appear under the Request Raised tab.

2. From Actions or Boards

• Go to the Actions or Boards section and open the list of actions.

• Click on an action to open it in split view, then select the Action ID to view it in full screen.

• Scroll to the Approvals and Decisions section.

• Click Add under Approvals.

• On the Approval creation screen, fill in:

  • Title

  • Description

  • Approvers

  • Due Date

  • Business Function

• Click Save. The request will be automatically linked and visible in the Approvals section of the Action.

3. From Meetings

• Open the Meeting Minutes screen.

• Locate the Approvals section.

• Click Add under Approvals.

• On the Approval creation screen, enter the required details:

  • Title

  • Description

  • Approvers

  • Due Date

  • Business Function

• Click Save. The request will be linked to the Meeting and shown in its Approvals list.

Updating an Approval Request

• Go to Approvals under the Action module.

• Navigate to the Request Received tab.

• Click on the Approval ID to open the request in full view.

• You can update the following fields:

  • Title

  • Description

  • Status

  • Approvers

  • Due Date

  • Linked entities

• You can also add or edit comments. All changes are autosaved.

Approving or Rejecting a Request

• Go to Approvals under the Action module.

• In the Request Received tab, select the request you want to act on.

• Open it in full view by clicking the Approval ID.

• Update the Status to either Approve or Reject.

• The requester will be notified via email and MyPrism notifications.

Note: Only assigned Approvers can change the status.

Withdrawing or Deleting an Approval Request

• Go to Approvals under the Action module.

• In the Request Raised tab, locate your approval requests.

• Select a request and click Delete, then confirm the action.

Note:

• You can only delete approval requests that you have created.

• Approval requests added from Actions or Meetings can only be deleted from the Approvals screen.

Sending a Reminder on Approval Request

• Go to the Request Raised tab under Approvals in the Action module.

• Select one or more approval requests.

• Click Send Reminder to notify approvers via email and MyPrism notifications.