Purpose
This article explains how the Approvals workflow works in SiteRise.
Who Uses This
Project managers, executives, and external partners involved in reviewing and signing off on project items.
How It Works
Approvals let you formally request sign-off on items like deliverables, change orders, or documents before work proceeds.
Approvers receive a notification and can approve, reject, or comment directly on the item.
Track the status of all pending and completed approvals from a centralized approvals view.
Best Practices
Route approvals to the correct person up front to avoid delays.
Use comments alongside approvals to explain context or conditions.
Check the approvals dashboard regularly if you're a frequent approver.
Troubleshooting
If an approval seems stuck, confirm the assigned approver has been notified and has the correct permissions.