Review, Approve, Or Reject A Document
Evaluate a routed record and complete the correct approval action with clear accountability.
Approvals are where the business decision becomes part of the record history. Take the extra minute to review context before acting.
Who this is for
Approver, HR Admin
Estimated time
5 minutes
Category
Core Workflows
Next best action
Open the workflow or role guide that comes immediately after this page.
Before you start
Approval actions become part of the record history. Review the record as if someone will need to understand your decision later, because they probably will.
- Read the full record context, not just the title or request note.
- Approve only when the record is genuinely complete and correct.
- Reject when changes are required, and make the reason obvious.
Follow these steps
- Open the assigned approval item and review the record and any supporting detail.
- Decide whether the document should be approved, rejected, or returned for correction.
- Complete the action with any needed decision note or explanation.
- Confirm the status, next owner, and history trail now reflect the decision clearly.
Success checks
The outcome is obvious and verifiable
The workflow status changed as expected.
The action is recorded in the document history.
The next owner of the record is clear after the decision.
Freshness and feedback
Keep this page current and useful
Use these details to judge whether the guide still looks current, and send a quick note if anything feels unclear, outdated, or incomplete.
- Last reviewed
- April 19, 2026
- Owner
- Janalix Team
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