With Approvals for Confluence, it’s easy to get an overview of the pages that are pending your review. To do this, you need to access the Approvals Search page.
This can be accessed by clicking the Approvals Search on the left hand navigation panel.
Here you can view and filter the documents waiting for your review. The Approvals Search page also allows you to do the following:
Export to CSV: download the information as a CSV file.
Bulk Change: by using the checkboxes on each row, you can approve/reject multiple documents at once. To perform this action, select the documents you would like to approve or reject and click the Bulk Change button.
Help: directs you to a help page where you can find out more about how to use Approvals search.
Filters: approvals can be filtered based on the following options:
Approval Type: Whether they are page approvals or section approvals.
Spaces: Filter approvals based on whether they belong to 1 or more spaces.
Status: Here, you can filter based on the following statuses:
The following statuses are used in conjunction with the User filter:
PENDING APPROVAL FROM
REJECTED BY
APPROVED BY
REQUESTED BY
The following statuses are not used in conjunction with the User filter:
ALL PENDING : Get all approvals that are still pending.
ALL REJECTED : Get all approvals that have been rejected.
ALL APPROVED : Get all approvals that have been approved.
The approvals search feature is an excellent tool for an overview of the pages pending your review. Alternatively, the search dashboard allows you to filter previous or pending approvals in different spaces.
This overview is practical for teams to use weekly to be updated on the documents that need reviewing urgently and to provide visibility on the status of all projects.
To access the approval search navigate to the Apps on the left-hand navigation panel and click Approvals (A). This will open the Approval search (B), where you can view any pending approvals or start to filter your approval search.
Alternatively, you can access the dashboard using the Pending Approvals Widget (C) on your Confluence homepage and click View All (D), which will open the Approval Search.
View Pending Approvals.
Once you have accessed the Approval Search, you can view all pending approvals waiting for your approval.
You can filter your approval search using the Filters section on the dashboard's right side. In addition, there are four Filter Options (E) that you can use to narrow down your search that consists of the following:
Approval type
You can choose which approval you want to search, an entire page or a section approval.
Spaces
Filter your approvals depending on where it's located, as there could be multiple in different spaces within your Confluence.
Approval Status
Tailor your search by filtering user options, such as who rejected an approval. You can filter by using the other options showing all pending, approved, and rejected approvals.
Approvers
To narrow your search, you can select the user in your team to view if they have any pending approvals.
The Approvals Search also allows you to Bulk Change any of your pending approvals. Once you have viewed any pending approvals and are ready to approve or reject the items, the bulk change feature allows you to do this more efficiently. In addition, this feature eliminates the manual task of clicking on each one of the items.
Quickly bulk change pending approvals by clicking the tick box (F) for any item, then navigating to Bulk Change (G). A drop list will appear where you can approve or reject the article.
Lastly, you can Export (H) your Approval search into a CSV file. This can be useful for a team lead to view who has outstanding pending approvals, where they can download the information to send to individuals.
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