Inbox and approvals

The Inbox brings important work from every active department into one place. Use it for decisions, reports, escalations, and actions that need your review.

Find the right item#

Open Inbox from the main navigation. You can filter by item type, department, and state. Common views include unread items, decisions, reports, escalations, and archived items.

Opening an item marks it as read. Read the title, source department, details, and any proposed action.

Approve an action#

Use Approve and continue only when the item is correct and the destination is clear.

Before approval, check:

• What will happen
• Which department or connected service will act
• The customer, audience, or record affected
• The final text, file, or value
• Whether the action can be undone

After approval, wait for the result shown in the Inbox. An approval records your choice, but the follow-up action can still fail. Read any success or error message before you leave the item.

Reject or request a change#

Choose Reject when the action should not run. Add a short, specific reason when a note field is available.

You may also see Reply with note. Use it to supply missing facts or explain the revision you want.

Rejecting an approval does not run the proposed action.

Assign work#

Some items can be assigned to another available department. Choose the department that owns the next step and add context if the item does not explain the handoff.

Assignment changes who handles the item. It is not the same as approving an external action.

Archive and restore#

Archive an item when you no longer need it in the active Inbox. Archived or resolved items can be restored when the restore control is shown.

Permanent delete is available only for eligible archived items. A permanent delete cannot be undone. Check the selected items before you confirm a single delete or Delete all.

Use a simple review routine#

1. Filter to Unread.
2. Open escalations and decisions first.
3. Approve, reject, reply, or assign.
4. Confirm the result of any approved action.
5. Archive finished items.

If an approval fails#

Do not approve the same item many times without reading the result. Check the error, confirm that the connector is still connected, and verify that the target still exists. If needed, reject the old item and ask the department to create a fresh proposal.