Workflows and approvals

Approving from My Items and from email

Lesson 8 of 9 4 min

The approver's side, including response attachments.

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In this lesson

  1. My Items
  2. From the record
  3. From email
  4. Notes and attachments
  5. As a guest

The approver's side, including response attachments. Everything so far has been about building the process. This is what it looks like to be inside one.

My Items

Every approval waiting on you appears in My Items, filtered by module. Contract claim approvals live there and nowhere else: there is no separate approvals page in the Contracts tool. The item shows the whole chain, so you can see who has already signed off and what happens after you.

From the record

You can equally act from the record itself, on the chip strip at the top. Same decision, same outcomes, same audit entry. Which one you use is a matter of whether you arrived from your list or from the job.

From email

A notification carries the link, and a well-written notify block tells you what is being asked before you click. The action itself always happens in Teralo, so the record and the audit trail stay in one place rather than being reconstructed from mailboxes.

Notes and attachments

Where an outcome requires a note, you write it as you act, and it stays on the record permanently. You can also attach a response: a marked-up drawing, a revised certificate, a photograph of the remediation. That attachment belongs to the approval step rather than floating in the document register, which is what keeps the decision and its evidence together.

As a guest

Guests approve exactly this way. The builder and the bindings are host side, but being inside a workflow, and acting from the chips or My Items, works identically.

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