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Approve your team's requests on mobile

In Weplanify, managers approve, reject or send back for changes their team's requests from their phone, and discuss them with the requester.

In Weplanify, managers get on their phone the requests waiting for their decision. Each request has its Discussion thread to ask a question before deciding.

The detail of a request to approve, with its discussion thread
The detail of a request to approve, with its discussion thread

Steps

  1. On the home screen, tap To approve. Filter by Urgent or Normal if needed, then open a request.
  2. Read the details. To ask a question, write under Discussion, choose On the "…" step or On the whole request, then send.
  3. Tap Respond, add a note if needed, tap Approve or Reject and confirm with I am sure.
  4. To have the request corrected, tap Ask for a change, write What needs to change, then tap Send back to the requester.
The three decisions: Reject, Approve or Ask for a change
The three decisions: Reject, Approve or Ask for a change

Good to know

  • After a change request, the requester sees their request as To fix. Once corrected, it goes through the whole workflow again from the first step, and the thread shows what changed.
  • The requester sees the same thread in My requests. Messages and decisions follow each other there; Reply, under a message, quotes it.
  • Ask for a change is not offered for leave.
  • These are the same requests as on the web: approve a request. Who approves what is set in the approval workflow.

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