Page tree




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives:

Steps:

When a task is rejected by an approver, the task creator or assignee will have two options for proceeding:

  1. Close the Task: Mark the task as rejected with no further action required.
  2. Resend for Approval: Revise the task and initiate a second round of approvals. Note that the second round may involve a different set of approvers.

Once a rejection occurs, the creator or the assignee will be notified by email and the Approval Center within the task page will display two options: Restart Approval or Terminate Approval.

Restarting Approval:
Anchor
1
1

  • Clicking Restart Approval reactivates the Approval Center for the task and initiates a second round of approvals.

  • You will be directed to the Edit Approvers page, where you can make necessary updates, such as adding or removing approvers.
  • Once the changes are saved, the Approval Center restarts, and emails are sent to the updated list of approvers in sequence for their approvals.

Terminating Approval:
Anchor
2
2

  • If you choose not to proceed with the approval after a rejection, click Terminate Approval.

  • You will be prompted to confirm this action and provide comments explaining why the approval was terminated.

  • Once terminated, the Approval Center cannot be re-initiated for that specific task.

Note
Task creators, assignees, and approvers will receive notifications about any changes in the task’s approval status, including rejections, restarts, or terminations.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!