Overview of Approval Service
The approval service is a service that centrally manages all approval requests generated by the Security365 service. It helps to safely carry out tasks by obtaining approval from designated approvers when sending emails externally or performing sensitive operations.
Menu Location: Management Center > Approval Management
Menu Composition
| Menu | Purpose |
|---|---|
| request form | Check and manage the approval requests I submitted |
| Approved | Processing the approval case for which I have been designated as the approver. |
| Settings | Approval Line · Approval Delegation Settings |
요청함 · 승인함The number next to it is the number of cases I need to take action on.
Principle of Operation of the Approval Service
Basic Flow
Step 1: Request Work
- The user requests tasks such as sending external emails.
- Linkage serviceConditional policies set by the administratorIt is determined whether approval is required based on __PH_0__.
Step 2: Determine the Approval Line
- If there is an approval line, the approver is automatically designated and the approval request is transmitted.
- If there are no approval lines to apply
요청 보류You will be in a waiting state and will receive an email requesting the designation of the approver.
Step 3: Approval Processing
- The approver decides to approve/reject in the approval box of the management center.
- If the approver has set up delegation due to absenceChallengerwill be delivered to.
- When approved, the original work proceeds, and when rejected, the work is canceled.
Step 4: Notification of Results
- The approval result will be delivered to the requester as a notification.
Understanding the Approval Line
Approval LineThis is a pre-defined setting for who to send the approval request to. There are three options, and if there is no approval line for the higher priority, it moves on to the next priority.
| Ranking | Approval Line | Person who sets up | Scope of Application |
|---|---|---|---|
| 1 | Personal Approval Line | I (설정 > 결재선) | Approval request I am submitting |
| 2 | Group Approval Line | Administrator | Users belonging to my representative group |
| 3 | Basic Approval Line | Administrator | Company-wide |
Points to note
- Approval line isBy payment type of the servicespecified separately. e.g.) SHIELD Gate's
차단 URL 접속 승인 요청,등급 해제 요청 - According to company policy, the administrator
개인 결재선 사용You can turn it off. In this case, the first priority is skipped, and the order applied is group → default, and users cannot directly specify the approval line. - If all three approval lines are absent, the approval request is
요청 보류Stops in the state.
How to Use by User Role
Requester (the person requesting approval)
Main Usage Menu
요청함: Check and manage the approval request I made설정 > 결재선: Specify my approver
Main Scenarios
When sending external emailsCompose email → Click send → Determine if approval is needed → Automatically apply approval line → Await approval → Check results
If there is no approval lineRequest Pending Status → Receive Email for Approver Designation Request → Approver Designation → Awaiting Approval
Approval Status CheckRequest access → Check status (Request on hold / Waiting for approval / Approved / Rejected) → Cancel request if necessary
Notification email you will receive
- Approval Request Email (When There is No Applicable Approval Line)
- Approval Request Notification Email
- Approval Completed / Rejection Result Notification Email
Approver (the person who grants approval)
Main Usage Menu
승인함: Confirming and processing requests that I need to approve설정 > 결재 위임: Designate a substitute challenger to handle in case of absence
Main Scenarios
Approval Request ProcessingApproval request email received → Click button → Review content → Approve/Reject + Enter comments → Process
Partial ProcessingApproval connection → Detailed view → Individual selection of approval/rejection by recipient → Input opinion → Processing
Absence Preparation 설정 > 결재 위임→ Challenger·Reason·Specify Duration → Save → Automatically Forward Request Within Duration
Notification email you will receive
- Approval Request Notification Email
- Cancellation Notification Email (When the requester cancels)
Main Features Guide
Approval Management by Status
| status | Explanation | Possible Tasks |
|---|---|---|
| Request Pending | Waiting for approver designation | Designating Approver, Cancelling Request |
| Pending Approval | Under Review by Approver | Request Cancellation |
| Approval | Approval Complete | Check Detailed Information |
| companion | Processing completed | Check reason for rejection, re-request |
| Request Cancellation | Cancellation complete | Check Detailed Information |
Approval Delegation (Proxy)
When the approver is absent due to vacation, business trips, etc., a substitute will handle the approvals during the absence period.ChallengerYou can specify.
| status | perspective | Person receiving the approval request |
|---|---|---|
| scheduled | Before Start Date | Original Approver |
| In Progress | During the delegation period | Challenger |
| expiration | After the end date | Original Approver (Automatic Return) |
- Delegation is an approval request.Arrival PointIt is applied based on.
- The cases handled by the challenger are in the history.
위임 승인/위임 반려It is recorded, and the original approver and the reason for delegation are left together.
Partial Processing
The approver can approve or reject separately for each recipient and cc. It is used when it is necessary to allow sending only to certain recipients.
Useful Tips
Tips for Requesters
- If you predefine the approval line, you don't need to find the approver every time.
- Important emails can be processed quickly if you inform the approver in advance.
- If approval is delayed, cancel directly and request again.
- If request suspensions occur frequently, check if the approval line is empty.
Tips for Approvers
- Regularly check the approval box to quickly process pending requests.
- When requesting a refund, please enter specific reasons for reference when reapplying.
- If there is an attached file, please check the contents and process the approval.
- Before taking leave or a business trip, set up approval delegation to ensure that work does not stop.
Caution
- Please approve the request after thoroughly reviewing the details.
- Handle suspicious requests after verifying directly with the requester.
- Once approved or rejected, it cannot be reversed, so please make your decision carefully.
- The reason for delegation will be displayed in the approval history, so please write it according to the purpose of the work.
Work Efficiency
- If the approver is absent for an extended period, the requester should change the approval line to someone else.
- If it is a short absence, it is better for the approver themselves to set up the approval delegation.
- Check for any pending approval requests that have not been processed regularly.
- If the pending requests continue to accumulate, please ask the administrator to register the group and basic approval line.
Related Documents
- FAQ: Frequently Asked Questions
- request form: How to manage the approval requests I submitted
- Approved: How to Process Approval Requests
- Settings: How to designate approval lines and set up approval delegation
- Glossary: Approval Service Terminology整理