Approve or decline a draft

Before you begin

Your role must have permission to decide the request. A read-only card cannot be approved.

Step by step

1. Open “Inbox” and select a request in “Needs you”.
2. Read the request, its details and the full draft before deciding.
3. To proceed, use the action button on the card. Its label describes the specific action, so it is not always “Approve draft”.
4. If a confirmation opens, review the destination and details. Complete the requested name confirmation before pressing the final button.
5. To refuse instead, choose “Decline”. Add a reason in the form, then choose “Decline” again to confirm.
6. Read the result. Do not assume an action succeeded if the card reports a failure or an unavailable service.

Good to know

Opening a request does not approve it. Nothing is approved until you press the final button.