Managing Approvals

Using Way2B1 as an approver in your family's approval processes empowers you to easily and effectively provide input on key decisions. In this article, we'll share some tips and best practices around managing approvals.

• What is an approval process?
• Approval actions
• Approving from My Queue
• Approving on mobile
• Direct approve & decline options

What is an approval process?

On the Way2B1 platform, an approval process is a sequence of sign-offs or tasks that must be completed in order for a decision or accounting item to be approved. Every decision and accounting item entered into Way2B1 will be routed through a process.

In the Decisions table, use your mouse to hover over each row to see the status and process of each request. Hovering over each step in the process will bring up the list of named approvers, and how many approvals are required in order for the request to proceed to the next step of approval. 

Processes can be found by clicking on your user icon on the top right-hand side of your screen and selecting Processes from the dropdown menu. You must be an Administrator in order to create and modify processes.

Depending on the rules created in the process, an approval step may require one or two green lights, a majority of green lights, or 50% of green lights from the list of named approvers. 

Approval actions

When opening a request for review as a named approver on the current approval step, you'll see the red, yellow, and green light buttons at the bottom.

• Green - Approve the request
• Red - Decline the request
• Yellow - "Needs Work" you are sending the request to another user to provide more details or to make specific changes

Managing approvals from My Queue

Anything pending your approval will remain in your homepage Queue until you take action or another approver takes sufficient action.

You'll be able to see the title, description, attachments, amount requested, and the most recent comment posted on the decision when viewing from your queue. Open the request to view the full comments, history, and shared users of the request.

Managing approvals on mobile

Use the Greenlight mobile application to easily take action on decisions on the go. After installing the application on your phone, follow these instructions to start approving from your mobile device:

1. Enter your instance name in the Organization Name field, i.e. if your instance is "worldfamily.way2b1.com", you would enter "worldfamily".
2. Select your login method - if you do NOT use Google to sign in, you would select Sign in with Way2B1
3. See all requests awaiting your approval in My Queue
4. Tap on the request to view the description, attachments, and full comments
5. Use the red, yellow, and green buttons as described in approval actions above

Direct approve & decline options

Users who have the permission to direct approve or decline are able to approve or decline any request on the platform regardless of whether they are named as an approver.

1. In the decision, click More Options
2. Select Direct Approve or Direct Decline from the menu