# How to send a ticket for approval

**Overview**

The approvals feature allows you to get formal authorization from managers, department heads, or other stakeholders before proceeding with a ticket. This is essential for workflows that involve purchases, security access, or significant system changes.

This guide covers both how to request an approval on a ticket and how to respond to a pending approval request.

#### **Part 1: How to Request an Approval (For Analysts)**

**1. Navigate to the Approvals Tab**

* From the Tickets section (1), open the specific ticket that requires approval (2).
* Inside the ticket view, click on the Approvals tab (3).
* Click the + Request Approval button (4) to open the configuration window.

<figure><img src="/files/xMOwzOyYO1tjjsrkTjmj" alt=""><figcaption></figcaption></figure>

**2. Configure the Approval Request**

In the window that opens, you will add the required approvers and set the rules for the approval.

* **Add Approvers:** Select one or more individuals to approve the request. You can use the checkbox for the `Requester's Manager` (1) for quick selection, or use the search field to find and select other users manually (2).
* **Set the Approval Rule:** From the dropdown menu (3), choose the condition for the approval. The most common options are "Everyone must approve" , "Anyone can approve or "Majority must approve"."
* **Add a Note (Optional):** Provide context or instructions for the approvers in the text box.
* Click the Request Approval button to submit and notify the selected approvers.

<figure><img src="/files/zAvjuXQfYjIFvZT3pCaU" alt=""><figcaption></figcaption></figure>

#### **Part 2: How to Respond to an Approval Request (For Approvers)**

**1. View the Pending Approval**

* When you are designated as an approver, you will receive a notification. Open the relevant ticket and navigate to the Approvals tab.
* You will see the pending request with your name listed alongside the Approve and Reject buttons.

<figure><img src="/files/04KXXeZZfEnssF9CsWwQ" alt=""><figcaption></figcaption></figure>

**2. Submit Your Decision**

* Click your chosen action (e.g., Approve).
* A "Cast Vote" window will appear. You can add an optional comment (1) to provide justification for your decision.
* Click the final Approve button (2) to confirm your vote.

<figure><img src="/files/HobJXc6Ron9fYp74ro7M" alt=""><figcaption></figcaption></figure>

The ticket's approval status will update in real-time. The requesting analyst can monitor the progress (e.g., 1/2 approved) on the Approvals tab and will be notified once a final decision is reached based on the rule you set.


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