Approved
Approval box isApproval request designated by another person with me as the approverThis is a menu where you can check and process requests. When an employee requests a task that requires approval and I am designated as the approver, I can decide whether to approve it in this menu.
Menu Location: Management Center > Approval Management > Approval Box
💡 Approval vs Request Approved: Requests I need to approve (requests for approval from others)request box: The approval request I made (the request I made to someone else for approval)
Screen Configuration
Basic Screen
When you access the approval box, all approval requests for which you are designated as the approver will be displayed in a list.
Screen Components
- Top Tab: Approval All / Pending / Completed Filtering
- Filter Button: Request Number · Approval Type · Title · Requester · Status (Top of List)
- Total Count · Refresh: Top Right
- List Table: Approval Request List (Items Needing Processing Highlighted)
- Detailed Slide: Details and approval processing of the selected request (right)
Left menu's승인함The number on the side isNumber of cases pending processingis.
List Information
Each approval request displays the following information.
| item | Explanation |
|---|---|
| Request Number | Unique identification number. Items requiring processing are marked with a dot (●) in front. |
| type | Service icon when a request is made. The service name is displayed when you hover the mouse over it. |
| Approval Type | What type of request it is. For example:메일 반출 요청 · 업로드 승인 · 다운로드 승인 |
| Requester | Requester (Name · Email) |
| Title | Request Title. SHIELD Drive request isFile nameThis will be the title |
| status | Current processing status (Pending approval / Approved / Rejected / Request canceled) |
| requested date | Request Time |
| Completion date | Processing time (if before processing then-) |
Sorting — 요청 번호 · 결재 유형 · 요청자 · 상태 · 요청한 날짜 · 완료한 날짜Click the header to toggle between ascending and descending order. The default sort is요청한 날짜descending,타입 · 제목cannot be sorted.
💡 **First, check what you are approving with the approval type.**SHIELD Drive requests have the title as the file name, so just looking at the list, it is not possible to know whether it is an upload approval or a download approval.
결재 유형The column contains that distinction.
💡 If the window width is narrow, columns will be automatically hidden.
요청한 날짜→완료한 날짜→요청자→결재 유형→상태→요청 번호It is hidden in order.
Understanding by Status
Approval Request Status
Requests for approval are displayed in the following statuses depending on the situation I have handled.
| status | meaning | What I need to do |
|---|---|---|
| 🔵 Pending Approval | I have not yet decided on approval/rejection. | Approval or Rejection Processing |
| 🟢 Approval | The status I have processed for approval | Processing complete (view only) |
| 🔴 companion | The status I have rejected | Processing complete (view only) |
| ⚫ Request Cancellation | The requester canceled in the middle. | None (Cancellation Completed) |
⚠️ Priority processing neededA request in the approval pending state means that someone else is waiting for my approval. Please review it as quickly as possible and decide whether to approve or reject.
Approval Request Inquiry
Filtering by Status
You can use the tabs at the top of the screen to view only the requests in the desired status.
- Approval All: Show all approval requests (default)
- Waiting: Show only pending approval status (priority processing needed)
- complete: Approval + Rejection + Request Cancellation Status Display
Search Filter
You can specify conditions for searching using the filter button at the top of the list. If you specify multiple conditions,satisfying everyoneOnly requests will be retrieved.
| Filter | Specification Method | Explanation |
|---|---|---|
| Request Number | Direct Input (Multiple) | Search by request number |
| Approval Type | Select from the list (multiple) | Select from the approval forms brought by the company. |
| Title | Direct Input (Multiple) | Search by title |
| Requester | User Selection (Multiple) | User who requested approval |
| status | Select from the list (multiple) | The selectable state varies depending on the tab. |
💡 **You can find it by the file name.**SHIELD Drive request has the title as the file name, so,
제목You can find the approval cases for the corresponding file by entering the file name in the filter.
The applied values are displayed on the filter button, and you can clear values in individual filters or at the top.필터 초기화Release at once.
Priority
Check pending requests first:
- Requests that require processing are highlighted with a dot (●) in front of the request number.
- It is recommended to prioritize processing older requests.
- In urgent requests, the requester can contact separately.
Approval Request Detail Confirmation and Processing
Open detailed information
When you click on a request you want to process from the list, a detailed information slide will appear on the right. The slide is요청 내용 · 이력It consists of two tabs.
Detailed Information Structure
Basic Information
| item | Explanation |
|---|---|
| Request Number | Unique Identifier Number |
| Preservation Period | Duration of Document Storage |
| Requester | Name · Email |
| Request details | Request summary sentence |
Request Information Section
- Approval Target List (Recipients · CC · BCC)
- You can select individual approval/rejection next to each target.
- top right
[✓ 전체 승인]·[⊖ 전체 반려]Button Provided
Input Opinion
의견isRequired inputis- The submitted feedback will be delivered to the requester as is.
- When rejecting, please provide specific reasons that the requester can understand.
Detail Section
[전체 보기 >]Clicking will allow you to view it in full screen.The displayed items vary depending on the approval type.
Mail Export Request (SHIELD Mail)
- Title: Email Subject
- recipient: Complete Recipient List
- Reference: CC Recipient (if any)
- Hidden Reference: Hidden reference recipient (if any)
- Attached file: Attachment List
- Main content: Entire email content
Upload Approval · Download Approval (SHIELD Drive)
file is1 caseThe items will be displayed in order.
| item | Explanation |
|---|---|
| file name | File name for approval |
| size | File Size |
| Storage Path | Path where the file is (or will be uploaded). The first step is indicated by the type of function. |
| - Purpose | Repository Purpose —공통함 · 개인함 · 공유함 · Teams함 |
| - Security Level | Security level set in the repository |
file ismore than 2 casesIf so파일 이름 · 저장소 등급 · 저장소 용도 · 저장소 경로 · 크기It is displayed as a table of columns, with a download button attached to the right of each row.
Items without values will not be displayed on the screen.
Check the approval target file
In the approval box, for the purpose of decision-making on the payment**Download the file and check.**You can do it.
- Download via the details button (or filename).
- Upload approval isFile to Uploadand, download approval isFile to downloadis to check.
⚠️ **You cannot download the file once the processing is complete.**The download button will disappear for cases concluded with approval, rejection, or request cancellation. The same applies to email attachments.Before processingPlease check the necessary files.
💡 **The requester cannot download the file.**The download button is not displayed in the request form. This is a control to prevent the requester from taking the file before approval in the download authorization.
History Tab
Check the events that occurred in the document in chronological order from request creation to approval processing.
Processing Approval
Approval Process
Step 1: Review Request Details
- Verify who the requester is
결재 유형Check what the payment is for.- Check target in detail — for emails, subject, recipient, body; for files, filename, path, storage security level.
- Download the file and check the contents if necessary.
Step 2: Approval Decision
- Full Approval:
[✓ 전체 승인]Click — Approve for all targets - Partial Processing: Individual approval/rejection selection by recipient and CC
- Complete Rejection:
[⊖ 전체 반려]Click — Reject for all targets
Step 3: Enter Feedback (Required)
- Approval and Rejection All
의견Input is required - When canceling, please provide specific reasons.
Step 4: Processing Complete
[처리]Button Click- Completion Notification Confirmation
- Automatic notification sending to the requester
Using Partial Processing
When there are multiple recipientsAllow sending to only someIf you want to, use partial processing.
- For example) Out of 3 external recipients, 2 approved, and 1 rejected.
- Emails will only be sent to approved subjects, and rejected subjects will be excluded.
- After the processing is complete, you can check the results by target when you reopen the details.
⚠️ SHIELD Drive requests cannot use partial processing.
업로드 승인·다운로드 승인There are no items for partial approval.Full Approval or Full RejectionWe handle Roman. We cannot allow only some files.
When dealing with challengers
another person설정 > 결재 위임If you designate me as a challenger, the approval requests that person needs to receive will be forwarded to my approval during the delegation period.
Processing Method
It is the same as the general approval case.
Record After Processing
| item | Record content |
|---|---|
| Processor | I |
| Approver Status | Delegation Approval or Delegation Rejection |
| Resume | Original approver (delegator) and reason for delegation are displayed together. |
Points to Note
- Even after the delegation period ends,**The cases that have already been delivered to me are handled by me.**must. It does not return to the original approver.
- To delegate to someone else when I am absent
설정 > 결재 위임Specify the challenger.
Quick processing through email notifications
Approval Request Notification Email
You will receive a notification email if there is an approval request.
Email content
- Requester Information
- Request Basic Information
- Approval Target Summary — Email requests include subject, recipient, attachment,File request includes file name · repository grade · repository purpose · size
- Button to move to the management center
⚠️ **There is no link to open the file in the email.**Since emails cannot control the recipient once delivered, file verification can only be done in the approval section.
Move to Approved in Mail
- Click the button in the notification email.
- Automatically moving to the management center approval box.
- The detailed screen for the request will open automatically.
- You can process approval/rejection immediately.
💡 Caution
- Careful Approval Process
- A request that has been processed cannot be canceled.
- Before approval, please thoroughly review the request details.
- Process suspicious requests after confirming directly with the requester.
- Please check the file before processing.
- You cannot download files in closed cases.
- When requesting files, consider the repository security level and path together.
- Comments are required and will be forwarded to the requester.
- Please enter a specific reason for the rejection.
- Please provide clear guidance for the requester to improve.
- Appropriate Processing Time
- Someone is waiting for my approval.
- File requests can only be uploaded or downloaded after approval is completed.
- If a long absence is scheduled, set up approval delegation in advance.
Related Features
- FAQ: Frequently Asked Questions about Approval
- request box: How to manage the approval request I made
- Settings: Approval Line · Approval Delegation Setting Method
- Overview of Approval Service: Basic Concepts and Overall Process of Approval Service