Symptom
In Approve the release, you select Approve as Legal, Approve as Accounting or Approve as Executive, and the approval is not recorded. The dialog stays open, and red text under a field says what is missing. Or the button is grayed out.
Likely causes
Checks
- Look for red text under a field: Required under an owner, or Tick once read under a document.
- Look down the list of documents. Every box must be ticked.
- Look for Reading what is on file… in the dialog.
Fix
- For each exception, pick a person in Pick an owner: the person who will close it. Or select the × beside it to remove it, if it is no longer a risk.
- Read the unticked document, then tick it. An approval covers every document on file, so every box must be ticked.
- Wait a moment. The documents show when the reading is done.
- Wait. The dialog closes by itself when the approval is recorded.
Confirm it worked
The dialog closes. The task's card shows Cleared, or the number of exceptions still open.
Good to know
If a document arrived while the dialog was open, Workflow does not record the approval. It says “Something on file changed while you were approving. Read it again and approve once more.” The dialog stays open, with the new document unticked: read it, tick it, and approve again.Who to ask
The person who requested the approval can tell you what the exceptions are about. If there is no Approve button on the task at all, you have not been given that approval on Workflow roles, and you are not an executive for an Accounting or an Executive approval. Legal also needs a bar admission on the Staff List. Managing the project does not allow it. Ask a company administrator to check your approvals. See Approvals, sign-offs and exceptions.