Approvals - How to request an approval Tutorial

In this video, you will learn about how to search and find what you need using Microsoft 365. The video covers the usage of OneDrive, Yammer, and Delve to help you access and organize your documents, collaborate with colleagues, and discover relevant information.
This will help you stay updated on the latest updates, reports, and modifications made by your coworkers, even when working remotely.
Microsoft 365 provides a cloud-based environment for communication, collaboration, and file storage.
By using the search tools available in OneDrive, you can easily find relevant content, including documents, people, conversations, and videos.
Yammer is a useful tool for sharing updates and information with your colleagues, while Delve helps you discover information that is most interesting to you by gathering content from different sources, such as OneDrive and SharePoint sites.
By following the steps and tips provided in this video, you can enhance your productivity and make the best use of Microsoft 365 for your work.

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Available in Microsoft365

Objectifs :

This tutorial aims to introduce users to the Microsoft Teams app called Approvals, explaining its functionalities, how to access it, and how to create and manage approval requests effectively.

Chapitres :

Introduction to Microsoft Teams Approvals
In this tutorial, we will explore the new app from Microsoft Teams called Approvals. This app is designed to streamline workflows by structuring requests sent to the next in line or higher management, making the approval process seamless.
Accessing the Approvals App
There are several ways to access the Approvals app, but we will focus on accessing it through the Teams application. Additionally, you can chat with the person you are requesting approval from. Once you locate the app, it is advisable to pin it to your Teams interface to ensure easy access in the future.
Creating an Approval Request
To create a new approval request, click on 'New Approval Request.' You will have three options: a basic request, adding a signature via DocuSign, or using a template in Approvals. If your interface appears differently, you may be using the classic view; simply click to switch to the new layout.
Filling Out the Approval Request
For a basic request, such as an incoming purchase, it is essential to name the approval request clearly. This name will serve as the first point of reference for the approver. For example, you might name it 'Purchase Data Project' to inform your manager about the request's purpose. If the purchase is significant, you can add multiple recipients and require responses from all. For less critical requests, you can select just one approver.
Adding Details and Attachments
While additional details are optional, they can be included if necessary. If there is a budget associated with the request, you can attach it for reference. If your approval process involves multiple steps, you can utilize the 'Custom Responses' option to outline these steps.
Tracking Approval Status
Once you have sent your approval request, you will have access to a list of approvals that will provide updates on the status of your request. This feature allows you to monitor the progress and ensure timely follow-ups.

FAQ :

What is the Approvals app in Microsoft Teams?

The Approvals app in Microsoft Teams is a tool that helps users create, manage, and track approval requests within a structured workflow, making the approval process seamless.

How do I access the Approvals app in Teams?

You can access the Approvals app through the Teams app option or by chatting with a colleague. It is recommended to pin the app for easy access.

What types of approval requests can I create?

You can create basic approval requests, add signatures using DocuSign, or use templates for more complex requests.

Can I add multiple approvers to a request?

Yes, if the purchase is significant, you can add multiple people to the approval request and require responses from all recipients.

What should I include in an approval request?

It is important to include a clear name for the approval request, any necessary details, and attachments such as budgets if applicable.

How can I track the status of my approval requests?

Once you send an approval request, you can view a list of approvals in the app that will provide updates on the status of your requests.

Quelques cas d'usages :

Purchase Approval Process

In a corporate environment, employees can use the Approvals app to streamline the purchase approval process. By creating a structured request with necessary details and attachments, employees can ensure that their requests are reviewed and approved efficiently by the relevant managers.

Project Budget Approval

Project managers can utilize the Approvals app to seek approval for project budgets. By attaching budget documents and specifying approvers, they can facilitate a clear and organized review process, ensuring that all necessary stakeholders are involved.

Document Signing Workflow

Organizations can implement a document signing workflow using the Approvals app in conjunction with DocuSign. This allows for quick approvals of contracts and agreements, reducing the time spent on manual signatures and enhancing productivity.

Custom Approval Processes

Teams can create custom approval processes for various scenarios, such as hiring new employees or approving marketing campaigns. By defining specific responses and steps, organizations can tailor the approval workflow to meet their unique needs.

Glossaire :

Microsoft Teams

A collaboration platform that combines workplace chat, video meetings, file storage, and application integration.

Approvals

A feature within Microsoft Teams that allows users to create, manage, and track approval requests in a structured workflow.

Power Automate

A cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, and collect data.

Approval Request

A formal request sent to a manager or designated approver to seek permission for a specific action, such as making a purchase.

DocuSign

An electronic signature technology that allows users to sign documents digitally, streamlining the approval process.

Custom Responses

Options that allow users to define specific actions or feedback required from approvers in the approval process.

Attachment

A file that can be added to an approval request to provide additional information, such as a budget or supporting documents.

00:00:03

Welcome in this tutorial we will

00:00:04

discover the new app from Microsoft

00:00:07

Teams called Approvals and Approvals

00:00:08

in Teams is a new app that works

00:00:11

with workflows to structure requests,

00:00:13

send to the next in line or higher

00:00:16

manager and make an approval seamless.

00:00:18

There are several ways to access it,

00:00:21

but we will focus on the app

00:00:24

access through your Teams.

00:00:25

And see what options you have there.

00:00:28

If you want to go further.

00:00:31

You will need to use Power Automate,

00:00:33

as the latter is a more developed app.

00:00:36

As mentioned before,

00:00:37

you can access through the Teams

00:00:39

app option or you can have the

00:00:41

option to chat with the person.

00:00:44

Once you have looked it up on your app,

00:00:47

I would advise you to pin it.

00:00:50

That way it won't be lost.

00:00:52

Once you are here and you

00:00:54

click on new approval request,

00:00:55

you will have three options to do it,

00:00:58

either a basic request,

00:00:59

add up sign or DocuSign.

00:01:01

Or using a template in approvals

00:01:03

if you have a different layout you

00:01:05

could be using the classic view,

00:01:07

so just click here to switch.

00:01:09

So let's say you have a basic request.

00:01:12

And it is an incoming purchase to do.

00:01:15

As it is standard procedure on your company,

00:01:17

you need to get the approval

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to go ahead and do it.

00:01:23

As with many apps in Microsoft,

00:01:24

it is important to put a name

00:01:26

to the approval as this will be

00:01:28

the first point of reference

00:01:29

the other person will see.

00:01:30

In this case we will call

00:01:32

it "purchase data project".

00:01:33

That way your manager knows what it is about.

00:01:36

If it is a big purchase,

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you can add different people and

00:01:40

require a response from all recipients.

00:01:43

If it's not important,

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you can just click here to ask

00:01:47

the approval of one of them.

00:01:50

Additional details can be added

00:01:51

if you think it's necessary,

00:01:53

but it is not mandatory.

00:01:54

If you have a budget that goes with it,

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you can add it as an attachment.

00:01:59

If you have several steps to

00:02:01

follow with your purchase approval,

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you can add this option custom

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responses to do so.

00:02:09

And then you can just send it.

00:02:12

Once it has been done,

00:02:13

you will have a list of approvals

00:02:15

here that will give you an update

00:02:16

on the status of your request.

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