Address a Gate Approval Request from the Inbox

Once an approval request has been submitted, all users that are assigned to that specific gate approval role will receive a notification in their PowerSteering Inbox. They can directly review and address the request from this notification.

Note: Approvers can also address approval requests directly on the Gated Work's Summary Page. Doing so allows them to leave a comment on rejected approval requests.

Note: For more information on how Gate approvers are selected, see Assign Approval Roles.

Tip: Gate approvers will also receive notification emails once their approval is requested. Similar to the Inbox notification, approvers can accept or reject the request directly from the email itself:

Please note that the email will only match this formatting if your organization is a Microsoft 365 tenant. Users that are not tenants will see this email in plain text instead. If your organization is a tenant but you are not seeing this formatting, contact your PowerSteering representative.
Please be aware that non-tenants will not be able to include comments with their approval or rejection.

To address an approval request from the Inbox:

1. Select the Inbox icon from the Header:

   

2. Review the request in the Inbox drop-down:

   

   Tip: If you cannot see the entire description, you can view it by selecting View All Messages at the bottom of the drop-down menu, then selecting the "Questions" tab and opening the message's Expand icon to read the full description.

   Note: Even after viewing the request, the Inbox notification will remain active until it is addressed.

3. Select Reject or Approve to address the Gate.

   Note: If you would like to include a comment, you will need to view the Question within the Inbox itself. Select View All Messages at the bottom of the drop-down menu, then select the "Questions" tab and open the message's Expand icon to submit the response with a comment.
   
   Click thumbnail to enlarge.

4. (If Approve was selected) Review the Post-Advance Actions that will take place once the Gate is advanced and select Approve or Reject:

   

   Note: Administrators can attach Post-Advance Actions to Gates.

   Tip: Selecting Details next to a Post-Advance Action will display additional details of the action that will take place.

   Tip: Approvers can also leave a comment along with their approval.

If Approve was selected, the Gate can be advanced.

If Reject was selected, the Gate will receive a "Needs Attention" status. Approval will need to be requested again.