--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Working with approval requests as an approver # Working with approval requests as an approver {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Working with approval requests as an approver This guide explains how approvers in ServiceNow can manage approval requests within the Advanced Approval Management system. Approvers can approve, reject, escalate, delegate, and add ad-hoc approvers to approval requests, ensuring that business processes such as quotes and other requests comply with company policies and workflows. Show full answer Show less ## Approval Actions and Workflow As an approver, you may receive approval requests directly from the approval workflow, system notifications, or reminders. Your responsibilities include: * Approving or rejecting assigned approval requests. * Handling escalated requests if configured by your administrator. * Adding qualified ad-hoc approvers to the approval process when necessary. * Delegating approval responsibilities during your absence if granular delegation is enabled. Requests can be reviewed and acted upon through multiple channels: * Approval workflow interface in the Customer Service Management (CSM) Configurable Workspace. * System email notifications (single or consolidated) with options to approve/reject directly or via email commands. * Push notifications from the ServiceNow Now® Mobile application. * My Approvals section in the ServiceNow AI Platform. ## Rejection Process When rejecting a request, you must provide a reason. This rejection halts the approval process and notifies the requester, who can then make necessary changes and resubmit the request. Rejections can be processed from: * Email notifications, which trigger an "Approval Request Rejected" notification to the requester. * The approval workflow interface, where you enter the rejection reason on the request's step card. The rejection reason and approver information are clearly visible in the workflow interface for transparency. ## Escalation Workflow If an approver does not act within a set timeframe, the request can be escalated to a designated escalation assignee. Both the original and escalated approvers receive notifications. Escalated approvers have the same approval capabilities and channels as original approvers. ## Ad-hoc Approvers You can add additional approvers outside the original list to ensure thorough review. Ad-hoc approvers can approve or reject requests via notifications or the approval workflow interface, providing flexibility in complex approval scenarios. ## Delegation of Approvals If you are unavailable, and your organization has enabled granular delegation, you can delegate your approval duties to a coworker. This ensures continuous processing of approval requests without delay during your absence. ## Practical Benefits for ServiceNow Customers * Streamlined and flexible approval processes with multiple channels for action. * Clear rejection and escalation workflows that maintain process integrity. * Capability to involve additional qualified approvers dynamically. * Delegation options to maintain workflow continuity during absences. * Visibility into approval progress and reasons for rejection for improved transparency. As an approver, you can approve or reject the requests in the approval workflow or from the notifications informing you of approval requests for items such as customer quotes. You may also receive approval reminders for pending approval requests. ## What you can do as an approver {#approving-approval-requests__section_wvs_xp2_ljc} If your advanced approval admin has defined you as an approver or a member of an approval group, you can do the following: * Approve or reject approval requests. * Approve or reject escalated approval requests if your advanced approval admin has configured the escalation feature. An escalated approver handles requests that have been reassigned when the original approver hasn't acted on requests. * Add other approvers, called ad-hoc approvers, if they are qualified to review approval requests for an approval rule and should be included in the approval process. * If your organization uses granular delegation as part of the HR Service Delivery application, delegate your approval responsibilities when you're not available. {#approving-approval-requests__ul_bcj_nq2_ljc} ## Approval workflow {#approving-approval-requests__section_qk2_d3w_k3c} When a sales rep (requester) submits an approval request, the advanced approval engine creates one or more approval requests and routes them to the appropriate approvers. As an approver, you're responsible only for the approval steps assigned to you. Approval actions taken by another approver do not give you access to approval steps assigned to other approvers. But you can track and review the approval process for the request using the [approval workflow interface](https://www.servicenow.com/docs/3BJDBGBylRR7D2hZjFNYYA "Monitor the progress of an approval request as it moves through the steps in an approval workflow."). You evaluate requests based on business policies, financial rules, legal rules, or other internal guidelines that your company follows: * Details of the approval entity, such as quotes and their related pricing * The approval reason or condition that triggered the request * Any comments provided by the requester {#approving-approval-requests__ul_jlp_nx4_k3c} You can approve or reject requests from different channels, depending on how the approval process is configured and your notification preferences for various channels. * From the approval workflow interface in the CSM Configurable Workspace * From system email notifications reminding you of your approval request tasks For example, you may receive a simple notification for a single approval request or a consolidated email notification that informs you of multiple approval requests for a given grouping of requests. You can approve or reject requests directly from the email. For consolidated email approvals, you can: * Selectively approve or reject individual requests, or approve or reject all the requests from the notification. * Reply to email notifications using text commands to approve or reject specific requests, or do a bulk approval or rejection of all the requests in the notification. {#approving-approval-requests__ul_bdq_bhs_hjc} * In push notifications from the ServiceNow Now® Mobile application * From My Approvals in the ServiceNow AI Platform {#approving-approval-requests__ul_it1_12c_s3c} You may also receive email reminders if your approval rule admin has set up email reminders for your approval configuration. Note: For more information on setting up your preferred notification channels, see [Notification Preferences](https://www.servicenow.com/docs/access?context=preferences-landing&version=australia&pubname=australia-platform-administration&ft:locale=en-US). ## Rejection workflow {#approving-approval-requests__section_rh4_prh_k3c} When you reject an approval request, the advanced approval engine updates the approval step record. Rejection helps prevent the request from progressing to the remaining approval steps and indicates that changes are required. When you reject an approval request, you specify the reason for the rejection. You can reject an approval request from: * An email notification: An Approval Request Rejected notification is generated and sent to the requester. The notification indicates the request was rejected and the reason for rejection. The requester can modify the business item, such as a quote, and resubmit the request for approval. * From the step card in the approval workflow interface: Use the More options menu in the card to select the Reject option. You are prompted to enter the rejection reason. {#approving-approval-requests__ul_ucf_pxt_sjc}If you reject the request from an email notification, an Approval Request Rejected notification is generated and sent to the requester. The notification indicates the request was rejected and the reason for rejection. The requester can modify the business item, such as a quote, and resubmit the request for approval. In the approval workflow interface for a request that has been rejected, the Approvals tab shows the rejection reason for the request and the approver who rejected it. The approval step card shows the approval request state as Rejected. The requester can edit the quote as needed, then preview and resubmit the quote for approval. ## Escalation workflow {#approving-approval-requests__section_m1j_zn1_s3c} When an approver doesn't act on an approval request within a certain time period, your advanced approval admin can designate an escalation assignee to handle the request. As an escalation assignee, you receive notifications for approval requests that are reassigned to you.The original approver also receives a notification indicating the approval request has been escalated. As an escalated assignee, you can approve or reject requests from different channels, as in the basic approval workflow. ## Adding ad-hoc approvers {#approving-approval-requests__section_r5c_qqs_s3c} You can add one or more ad-hoc approvers or approval groups when others outside the original approver list must review the request. For example, an approval request may require approval by others who are familiar with the rules or business guidelines relevant to the request. For more information on adding an ad-hoc approver, see [Add ad-hoc approvers to an approval request](https://www.servicenow.com/docs/jS2YCNyEtJGZo6uzn8KekQ "As a requester or an approver, add one or more ad-hoc approvers to an approval request in Advanced Approval Management."). If you've been added as an ad hoc approver, you can accept or reject the approval request from the approval request notification. You can also approve or reject the request from a step card in an approval chain or from the General Chain of the approval workflow interface. ## Delegating approvals {#approving-approval-requests__section_wjx_xny_m3c} If you need to be away from work for a specific time period and can't take action on your approval requests, you can delegate your approval responsibilities to another coworker if the granular delegation feature in Employee Service Managementhas been configured by your admin. For more information on delegation, see [Configure granular delegation rules for an approver](https://www.servicenow.com/docs/MpAX4tdQDqwUp8_zMauJww "Set up delegation rules that enable an approver in Advanced Approval Management to assign a delegate who can accept or reject approval requests on behalf of the approver.") and [Granular Delegation](https://www.servicenow.com/docs/access?context=granular-delegation&version=australia&pubname=australia-employee-service-management&ft:locale=en-US). **Related concepts** * [Configuring Advanced Approval Management](https://www.servicenow.com/docs/3rAH6V4ncAQIBmlZCYjnng "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.") * [Notifications in Advanced Approval Management](https://www.servicenow.com/docs/VJ4D_FBk4L57PmtGYFEE_w "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.") **Related tasks** * [Create an approval configuration](https://www.servicenow.com/docs/HKS5Ie6oKT559n3n7uNK2Q "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.") **Related reference** * [Components installed with Advanced Approval Management](https://www.servicenow.com/docs/c3hpWM9FpMKBJNSTMNJscA "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.")