Approval flow

Initial approval

You approve a case once its checks are done. The approval step shows what is still pending, lets you leave a comment, and records the decision.

• Pending checks: a summary of what has not been approved yet, so you approve knowing what you are waiving.
• Comment: optional, and the place to record why.
• Activity log: the approval is logged with its timestamp, its author and the comment.

Periodic review

An approved case does not stay approved forever. Periodic review brings it back for reassessment on a schedule that depends on its risk level.

• Review periods are set per risk level — for example, high-risk cases reviewed every year, low-risk cases every two.

  

  The next review date is counted from the approval date, or from the last review if there has been one.

• Running a review happens in its own window, where you record the outcome and any comment.

  

• Everything is logged, as it is for the initial approval.