Approvals¶
Some actions pause for human sign-off before they run. Settings > Approvals is where those requests collect, and where reviewers approve or reject them.
Prerequisites¶
You do not fill out approval requests by hand; they are raised for you when you take an action that needs sign-off. To vote on a request you need the role it asks for, which is Knowledge Manager for a glossary term proposal and Admin for the two promotions. Because roles are cumulative, a role above the one a request asks for can also vote on it: an Admin can resolve a Knowledge Manager request.
What raises a request¶
Three actions file an approval request rather than applying immediately:
Proposing a glossary term: An Analyst adds or edits a workspace term, which is written only once approved, see Adding concepts
Promoting a glossary concept: A workspace concept becoming the organization-wide definition, see Overrides
Promoting a knowledge item: A workspace knowledge item becoming organization-wide, see Knowledge
The two promotions widen something from one workspace to the whole organization, and an Admin resolves them: shared vocabulary and shared context affect every workspace, so they get reviewed before they take effect. A term proposal is the other way round, an Analyst contributing into a single workspace, and a Knowledge Manager resolves it.
What a request contains¶
Every request carries enough context to decide without leaving the page:
Title and description: What is being asked for, in plain language
Action: The specific operation that will run if approved, and its parameters
Reason: Why approval was required, the condition that triggered it
Requester: The person or agent that raised it, and when
Workspace: The scope it applies to, when it is workspace-specific
Reviewing¶
Open Settings > Approvals for the pending list.
Open a request to see its full detail, including the exact action and parameters.
Approve or Reject. Each reviewer votes once, a vote cannot be cast twice by the same person.
A request needs a minimum number of approvals before it proceeds. That minimum is set per request and defaults to one, so most requests move as soon as a single reviewer approves.
Note
You cannot vote on a request you raised yourself. Adverity Atlas refuses with “Cannot vote on your own approval request”, so a proposal always passes through someone else.
A vote is also refused once a request is no longer open. If the request has already been decided or withdrawn, Adverity Atlas says so and names its status. If its deadline has passed, it says “This request has expired.” Nothing changes in either case.
When the deciding vote lands, the action runs inside the same transaction as the vote. If it fails, the vote is rolled back and the request stays Pending, so a request can never end up approved without its action having taken effect.
Tip
When your tenant has connected the Slack app (see Settings), new approval requests also arrive as a Slack direct message with the request’s details and when it expires.
Statuses¶
Status |
Meaning |
|---|---|
Pending |
Waiting for votes. Still actionable. |
Approved |
Reached the required number of approvals. The action runs. |
Rejected |
Turned down. The action does not run. |
Expired |
Passed its deadline without enough votes. The action does not run. |
Cancelled |
Withdrawn before resolution, usually because the requester or the system no longer needs it. |
Note
Every request has an expiry, 48 hours by default. If nobody votes before it, the request expires and the action is abandoned rather than proceeding unreviewed. Nothing runs on a timeout.
Audit trail¶
Votes are recorded permanently, including who cast them. Removing a user later does not erase their vote, the record remains and shows a deleted user, so historical decisions stay attributable.
Permissions¶
Action |
Required role |
|---|---|
Raise a request, or withdraw one you raised |
Analyst |
See pending requests |
Knowledge Manager |
Approve or reject |
Knowledge Manager, or the role the request asks for |
A request carries its own required approver role. Glossary term proposals ask for Knowledge Manager; the promotions ask for Admin, which is also the default for anything that does not name one.
What’s next?¶
Members and roles, who holds the roles that can vote
Audit logs, the full record of decisions and what followed
Overrides, where a glossary promotion request comes from