Approval Form
Approval form isConfiguration that defines the types (forms) of approval requests coming from the linked serviceIt is. Bring in the predefined original form and adjust it to fit company policy for use.
Menu Location: Management Center > Admin Page > Approval Service > Payment Form
⚠️ Approval Service Menu Display Conditions
설정 > 사용설정of승인서비스 사용여부a**Use (ON)**It is displayed only in case of.
What is an approval form?It is a framework that combines what service and what request it is, what items to display on the approval request screen, when it expires, and how long to retain it.
메일 반출 요청(SHIELD Mail),업로드 승인·다운로드 승인(SHIELD Drive) is a payment form for each. (Planning·API documentation isCategoryIt is indicated as.)
Provided Approval Form
| name | code | Service | What to approve |
|---|---|---|---|
| Email Export Request | SM-SND | SHIELD Mail | Sending Emails to External Recipients |
| Upload Approval | SD-UPL | SHIELD Drive | Uploading files to the repository subject to approval |
| Download Approval | SD-DWL | SHIELD Drive | Downloading files from the repository |
Basic Policy of SHIELD Drive Form— You can change it according to company policy after bringing it in.
| item | default value |
|---|---|
| Request Expiration Period | 14th |
| Post-Expiration Processing | Automatic Rejection |
| Preservation Period | 2 years |
| Approval Stage | Step 1 |
| Partial Approval | Not in use |
💡 The reason why uploads and downloads are divided into two formsApproval Line · Expiration · Retention Policy isForm UnitIt will be determined. If both requests are included in one form, it cannot be operated differently, such as "upload by team leader, download by security officer." Depending on the need, you can set both forms to the same value or configure them differently.
💡 If SHIELD Drive had not been implementedEven if you bring and activate the two forms, no request is created. The request occurs in SHIELD Drive.
Fixed values and company settings
The items of the approval form arefixed valueandValue determined by the companyis divided into.
| division | item | Company Modification |
|---|---|---|
| fixed value | Name · Code · Service | Not allowed (view only) |
| fixed value | Input Items (Items to be displayed on the Approval Request Screen) | Not allowed (not displayed) |
| Company Settings | Template (Request Email Subject · Request Content) | possible |
| Company Settings | Expiration · Retention Policy | possible |
| Company Settings | Processing upon partial approval completion | possible |
| Company Settings | Approval Form Activation Status | possible |
- at the company**You cannot create or delete forms.**Bring the necessary forms and deactivate the forms that are not in use.
- The imported template is independently owned by the company, so changing the settings does not affect the original or other companies.
⚠️ **After being imported, changes to the original format will not be reflected.**Changes will not be applied to the forms that have already been taken. If reflection is needed, please contact the person in charge.
⚠️ **The original template will be deleted, but the company template will be maintained.**The forms that have already been taken and the approval requests that are in progress with those forms will remain as they are.
💡 The procedure for registering and managing the original form isApproval Form (Master)Please refer to the document.(System Administrator Only)
Getting Started — Importing Approval Form
When you first open the approval service, the list is empty and가져온 결재 양식이 없습니다.A guide will be displayed. You need to obtain the form to receive the approval request for that service.
- Top Left
[⊕ 결재 양식 가져오기]Click. 결재 양식 가져오기Checking the form to be used in the window. Names and services are displayed, multiple items can be selected at once, and the header checkbox selects all.[가져오기]Click on it. At the bottom,결재 양식 가져오기 완료A guide will be displayed and added to the list.
Things to do before activation — Approval line registration
⚠️ **Register the approval line first and then activate it.**The moment the form is changed to active, an approval request is created in the linked service. If there are no approval lines to apply for that approval type, all requests will be
요청 보류It piles up, and users find it difficult to understand why the task has stopped.
Recommended Order
- Importing the form. (It is inactive immediately after import)
결재선in the menuBasic approval line for this approval typeRegister it. If it differs by department, also register the group approval line.- Template · Expiration · Review and modify the retention policy to align with company policy.
결재 양식 활성 여부Turns on.
⚠️ SHIELD Drive must be registered for each form.
업로드 승인Only register the approval line for __PH_0__다운로드 승인If activated, only download requests will요청 보류stops.
💡 Already
요청 보류The stacked items will be automatically applied once the approval line is registered. Urgent items are전체 승인함You can directly specify the approver to resolve it.
⚠️ **The imported form is registered in an inactive state.**After checking and modifying the template and retention period according to company policy,
결재 양식 활성 여부to turn on, an approval request will actually be created.
💡 **The forms that have already been retrieved will not appear again in the list.**You cannot duplicate the same form.
💡 If the required form is not in the listThis form has not yet been distributed or has been discontinued. Please contact the person in charge.
Screen Configuration
Search
Search the list using the 3 filters in the top left corner.
| Filter | Specification Method | Explanation |
|---|---|---|
| name | Direct Input (Multiple) | Approval Form Name |
| Service | Select from the list | Service to which the form belongs |
| Approval Form Activation Status | Select from the list | Active / Inactive |
top rightTotal Countis displayed, and the refresh button reloads the list. The applied conditions are필터 초기화Release at once.
List
| column | Explanation |
|---|---|
| name | Approval form name. Click to open the detailed screen on the right. |
| code | Prefix of the document number. For example:SM-SND · SD-UPL · SD-DWL |
| Service | For example)SHIELD Mail · SHIELD Drive |
| Request Expiration Period | Duration until the approval request is processed as expired |
| Post-Expiration Processing | Automatic Handling of Expired Requests |
| Preservation Period | The period for storing requests that have completed approval |
| Approval Form Activation Status | Toggle. You can turn it on and off directly from the list. |
| Modified Date | Last modified date and time |
Sorting — 이름 · 코드 · 서비스 · 결재 양식 활성 여부 · 수정된 날짜Click the header to toggle between ascending and descending order. The default sort is이름It is in ascending order. If the window width is narrow, some columns will be automatically hidden.
💡 The code will be the prefix of the request number.
SD-UPLThe request made in the form isSD-UPL-2509-00007It is numbered like this, and you can tell what kind of form it is just by looking at the request number.
Approval Form Settings
When you click on a name in the list, a detailed screen opens on the right.기본 정보 · 템플릿 · 결재 처리 옵션 · 만료 · 보존 정책 · 결재 양식 활성 여부It is composed in order, and the range of modifications possible for each item varies.
| division | Correction |
|---|---|
| Basic Information (Name · Code · Service) | view only |
| Template (Request Email Subject · Request Content) | editable |
| Approval Processing Options (Processing When Partial Approval is Completed) | editable |
| Expiration · Retention Policy | editable |
| Approval Form Activation Status | editable |
| Input fields | Not displayed |
Basic Information
| item | Explanation |
|---|---|
| name | Approval form name. For example:메일 반출 요청 · 업로드 승인 |
| code | Document number prefix. For example:SM-SND · SD-UPL |
| Service | Service to which the form belongs. For example:SHIELD Mail · SHIELD Drive |
three items arefixed valuecannot be changed to.
template
Automatically filled when a request for approval is created.TitleandContentSets the format.
| item | Applicable Areas |
|---|---|
| Request Email Subject | Approval Request Email Subject, Document Title |
| Request details | Reason for Approval Request |
/Insert item into
If you only use fixed phrases, the titles of all requests will be the same. The values that change for each request (sender, email subject, file name, etc.) are/ Enter it.
- Place the cursor at the position where the value should be entered.
/Enter. - Available items are displayed in a dropdown.
- When you click on the desired item, it will be placed at that location.Korean name 그대로Inserted.
- When the approval request is created, that position isAutomatic substitution with actual valuesIt works.
example — 메일 반출 요청form
| Input Template | Text that is actually created |
|---|---|
[승인 요청] /발신자 님의 메일 반출 승인 요청 | [승인 요청] 홍길동 님의 메일 반출 승인 요청 |
/발신자 님이 /메일 제목 메일을 반출 요청했습니다. | 홍길동 님이 3분기 실적 보고 메일을 반출 요청했습니다. |
Basic Template for SHIELD Drive Format
업로드 승인 · 다운로드 승인is provided in the following format. You can use it as is or change it to your company wording.
| form | Request Email Subject | Request details |
|---|---|---|
| Upload Approval | file name | {요청자}님이 {저장소}에 "{파일명}" 파일 업로드를 요청했습니다. |
| Download Approval | File name | {요청자}님이 {저장소}의 "{파일명}" 파일 다운로드를 요청했습니다. |
The reason the title is the filename— The approver needs to immediately know what they are approving from the list. Whether it is an upload or a download is indicated in the list.결재 유형The column contains.
💡 **The file name is enclosed in double quotes.**Double quotes are characters that cannot be used in file names, so they are safe to distinguish the beginning and end of a file name.
⚠️ **If there are multiple files in one request, the title will be the name of the first file.**The remaining files can be checked in the table of request details and notification emails.
Available Items
Items displayed in the dropdown areInput fields defined in that approval formis. It varies by form and is a fixed value set according to the linked service.
메일 반출 요청Example of a form:
| item | Substituted Value |
|---|---|
| Email Subject | Subject of the email to be exported |
| Email content | Email body |
| Sender | Sender of the email |
| Recipient Number | Number of recipients |
업로드 승인 · 다운로드 승인Example of a form:
| item | Substituted Value |
|---|---|
| Requester | Person who wants to upload or download a file |
| repository | Target repository name |
| Target Path | Path where the file is (or will be uploaded) |
| Repository Purpose | 공통함 · 개인함 · 공유함 · Teams함 |
| Repository Security Level | Security level set in the repository |
| file | File Name · File Size · File Check |
⚠️ **Only the selected item from the dropdown will be replaced.**If you type the item name directly, it will remain as is. Be sure to
/Please enter to select from the list.
⚠️ **If there is no value, it will be filled with a blank.**In requests where the service does not pass that value, the corresponding place may be empty, which can make the sentence awkward. To avoid breaking the sentence, please include the surrounding phrases.
Approval Processing Options — Handling When Partial Approval is Completed
Among the requested items by the approverApprove some and reject the restWhen it is done, it determines how to conclude the entire request.
| value | result |
|---|---|
| Return processing | If there is at least one rejection, the entire request will becompanionEnd of |
| Approval Processing | Only reflect the approved items and requests.Approvalto conclude |
For example, a mail export request approved by only 2 out of 3 recipients,승인 처리sent only to 2 people반려 처리It will not be sent.
💡 If this item is not visiblethe corresponding approval formPartial Approval TargetThis is the case where there are no input items specified. Partial approval is not established, so the settings are not displayed.
업로드 승인·다운로드 승인This applies here, and is processed only as full approval or full rejection.
Expiration · Retention Policy
Decides how long to keep documents that are left unprocessed or documents that have been processed.
| item | Selection Range |
|---|---|
| Request Expiration Period | 1 · 3 · 7 · 14 · 30 · 60 · 90일Select from the middle or enter the number of days directly at the bottom of the dropdown. |
| Post-Expiration Processing | 자동 승인 · 자동 반려 · 자동 취소 |
| Preservation Period | 1년 ~ 5년or무기한 |
| Post-Expiration Processing | Action |
|---|---|
| Automatic Rejection | Ends with rejection at the expiration point. The requester must resubmit. |
| Automatic Cancellation | Cancel the request itself at the expiration point. |
| Automatic Approval | Ends with approval at the expiration point. It passes even if the approver does not process it. |
⚠️
자동 승인**Please choose carefully.**Requests that have not been reviewed will pass simply due to the passage of time. This is not recommended for requests that carry risks, such as email exports and file uploads/downloads.
⚠️ **Policy changes do not apply retroactively.**The expiration and retention values are copied to the document at the time the approval request is created. Changes to the policy do not apply to requests that have already been created, but will apply to requests created thereafter.
💡 **The expiration period is directly related to user perception.**The SHIELD Drive form has a basic duration of 14 days and will be automatically rejected upon expiration. The requester will not be able to write files during this time, so please adjust according to the company's approval processing speed.
💡
무기한If set to __PH_0__, the document will not be deleted after the retention period and will continue to be kept.
Approval Form Activation Status
This toggle determines whether to receive approval requests in this format. It can be turned on and off from both the detail view and the list view.
| status | Action |
|---|---|
| Active (ON) | Approval requests of this type are created in the linked service. |
| Inactive (OFF) | This type of approval request is not created. |
When changing to active, it is applied immediately,When changing to inactive, a confirmation windowThis will be displayed.
⚠️ Check if the approval line is registered before activation.If activated without an approval line, the request will be
요청 보류It is stacked. AboveThings to do before activation — Approval line registrationFollow the procedure.
⚠️ **Even if you change to inactive, ongoing requests will continue as they are.**Requests that have already been submitted can be approved and viewed normally, and only new creations are blocked.
Save
After modification, below[저장]Click.[취소]If you click, changes will not be saved. If saved,수정된 날짜is updated.
💡 Caution
- Register the approval line before activation.— If there is none, all requests
요청 보류It is stacked with. SHIELD Drive requires both forms. - It is inactive immediately after being retrieved.— Check and modify the template and retention period, then change it to active.
- You cannot create or delete forms.— Operates with import and active status toggle
- Name · Code · Service · Input fields are fixed values.— Cannot be changed by the company
- Template items must be
/Select.— The name entered directly is not replaced. - Post-Expiration Processing
자동 승인is cautious— Approval will be granted solely based on the passage of time without review. - Policy changes will take effect from subsequent requests.— Existing requests will not be changed.
- The original form changes are not automatically reflected.— After acquisition, the company retains it independently.
- All changes are recorded in the log.— The actor and perspective of import·modify remain.
Related Features
- FAQ: Frequently Asked Questions about Approval Forms
- Approval Service Settings: Approval Service Usage Setting
- Approval Line: Group·Basic Approval Line Registration and Personal Approval Line Management
- All Approved: Company-wide approval request inquiry and proxy approval
- Log Management: Approval Form Change History Check