Completing Approval Steps

Completing an Approval Step in TDNext

Completing an Approval Step in the Client Portal

 

Completing an Approval Step in TDNext

  1. You will receive an email notification from UD Services (services@udel.edu). Click the link in the email to open the request.

    • The link in the email will take you to the Client Portal, so if you’d prefer to view the request in TDNext, make sure you are viewing the ticket Details page and not the Current Workflow Step page. Click the To TDNext button under the ticket title and Service Request ID.
      TDX button to go to TDNext

  2. Review the request Details, Feed, and Approval Step assigned to you.

    • The Approval Step displays on the right side of the page under Current Activities.

    • Under the Approval Step, you can see the assigned approver’s name (e.g., a specific person or team - Identity Access Management)   

  3. Click Approve or Reject.
    Note: If you reject an Approval Step, it does not reject the request, only the step.

    screenshot of the current activities screen with options to approve or reject an approval step
    A prompt displays where you can add an optional comment. Click Save whether or not you add a comment.

  4. The comment displays in the Feed along with your choice of Approve or Reject. 

    • Only TDNext users of the Tickets application are able to view comments entered after approving or rejecting. No notifications are sent to any contacts within the request. These comments are hidden from the Requester. 

    • If you need to send a comment to the Requester or other stakeholders, post a new comment to the Feed and add their name in the Notify field.

Completing an Approval Step in the Client Portal

  1. You will receive an email notification from UD Services (services@udel.edu). Click the link in the email to open the request. Both links in the email will take you to the Client Portal, but one link will take you to the Ticket Details page and the other will take you directly to the Approval Step.

  2. Review the request.

    • If you are on the Approval Step, click the ticket name to go to the Ticket Details page where you can review the request information. 

    • If you are on the Ticket Details page, click on the name of the Approval Step located under Current Workflow Steps. 

  3. Click Approve or Reject on the right side of the request.
    Note: If you reject an approval step, it does not reject the request, only the step.
    screenshot of the approve, reject, and resend notification buttons in TDX

    A prompt displays where you can add an optional comment. Click Save whether or not you add a comment.
    screenshot showing how to approve a current workflow step in TDX

  4. The comment displays in the Feed along with your selection of either Approve or Reject.

    • Only TDNext users of the Tickets application can view comments posted after approving or rejecting. Notifications are not sent to any contacts within the request. These comments are hidden from the Requester. 

    • If you need to send a comment to the Requester or other stakeholders, post a new comment to the Feed and add their name in the Notify field.

 

Next, learn how to Find Tasks and Approvals Assigned to You.