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request form

request box isAll approval requests I have submittedThis is a menu where you can check and manage.

Menu Location: Management Center > Approval Management > Request Box

The process of creating an approval request​

The approval request is not created directly by the user, but by the integrated service.Conditional policies set by the administratorIt is automatically generated according to.

Example: When sending mail in SHIELDMail

  1. Attempt to send an email to external clients
  2. Check Conditional Policy
  3. Determined that approval is required for the policy.
  4. Automatically create approval requests in the approval service
  5. Display new approval request in the request box

Preparation​

💡 **First, set up the approval line!**Before using the approval service승인관리 > 설정 > 결재선It is recommended to pre-assign the approver.

If the approval line has been set in advance

  • Immediately send a request to the approver when a task requires approval.
  • in the request box승인 대기Display as status
  • Fast work progress possible

If the approval line is not set

  • The company's group approval line → automatically applied in the order of the basic approval line
  • If this is also not available요청 보류becomes
  • You will receive an email requesting the designation of an approver.
  • Approval request is delivered only after the approver is designated.

How to set up detailed approval linesSetup GuidePlease refer to.

💡 Request Box vs Approval Box request form: The situation where I requested approval from someone else (someone else needs to approve the request I sent)Approved: Someone else has requested approval from me (a situation where I need to approve a request sent by someone else)

Screen Composition​

Basic Screen​

When you access the request form, all the approval requests you have made will be displayed in a list.

Screen Components

  • Top Tab: All Requests / Pending / Completed Filtering
  • Search Filter: 요청 번호 · 제목Dropdown (Top Left)
  • Total Count · Refresh: Top right
  • List Table: Approval Request List
  • Detailed Slide: Display detailed information of the selected request when clicking on the request (right)

Left menu's요청함The number on the side isNumber of cases I need to take action onis.

List Information​

Each approval request displays the following information.

itemExplanation
Request numberUnique identification number. Items requiring action are marked with a red dot (●) in front.
ServiceService icon for the request
TitleRequest Title
statusCurrent Processing Status (Request Pending / Awaiting Approval / Approved / Rejected / Request Canceled)
requested dateRequest Time
Completion dateCompletion Time (if before processing __PH_0__)-)

Understanding by Status​

Status Classification and Meaning​

Each approval request is displayed with the following statuses according to its progress.

statusEasy explanationWhat I need to do
🔴 Request PendingThe person to approve has not been decided yet.Designating Approver
🔵 Pending ApprovalThe approver is under reviewWaiting (or direct contact)
🟢 ApprovalApproved and work completed.None (Completed)
🟠 companionApproval denied, work canceled.Review of re-request after confirmation of reason
⚫ Request CancellationI canceled in the middle.None (Cancellation Completed)

Detailed description for each state​

🔴 Request on hold — "Please specify the approver"

  • I was going to send an email, but it's a situation that requires approval.
  • However, there is no approval line (individual, group, default) to apply, so no approver is designated.
  • The requester receives an email stating that a decision maker needs to be designated.
  • Solution: Detailed slide at[결재자 지정]Click or승인관리 > 설정 > 결재선designated

🔵 Approval Pending — "The approver is reviewing"

  • The approval request has been sent to the approver (approval request email has also been sent)
  • The approver is reviewing whether to approve or reject.
  • The requester will receive an email stating "The approval request has been sent."
  • To Do List: Waiting (if urgent, contact the approver directly)

🟢 Approval — "Approval completed!"

  • The approver has approved, and the originally intended task (such as sending an email) has been completed.
  • The requester will receive an "Approval Completed" email.
  • status: All procedures completed

🟠 Pet — "Approval Denied"

  • The approver has rejected the approval.
  • The originally intended task has been canceled.
  • The requester will receive an "Rejected" email along with the reason for rejection.
  • To Do List: After confirming the reason for the request, correct the issues and review the re-request.

⚫ Request Cancelled — "I cancelled in the middle"

  • If I canceled it myself while waiting for approval
  • Cancelled due to reasons such as absence of approver, need for content modification, etc.
  • A cancellation notification has been sent to the approver.
  • status: Cancellation completed (start new work upon re-request)

Request Retrieval and Filtering​

Filtering by Status​

You can use the tabs at the top of the screen to check only the requests in the desired state.

  • Entire request: Show all approval requests (default)
  • Waiting: Request Pending + Display Approval Waiting Status
  • completed: Approval + Rejection + Request Cancellation Status Display

Search Function​

You can search for the following items using the dropdown in the top left corner.

  • Request number(for example:SM-SND-2508-00181)
  • TitleContent

You can refresh the list to the latest state using the refresh button in the upper right corner.

Check Request Details​

Open detailed information​

When you click on the request you want to check from the list, a detailed information slide will appear on the right. The slide is요청 내용 · 이력It consists of two tabs.

Request Content Tab​

Basic Information

itemExplanation
Request numberUnique Identification Number
Preservation PeriodThe duration for which this document is stored
Approver(or original approver)Designated Approver
ChallengerDisplayed only when the original approver is absent and has delegated.
Request detailsRequest summary sentence

💡 When the challenger is displayedWhen the original approver sets the approval delegation period,대결자Items will be displayed together. During the delegation period, the challenger can also approve.

Request Information Section

  • Approval Target List (Recipients · CC · BCC)
  • The processed cases will display the approval/rejection status by subject along with the approver's comments.

Details Section ([전체 보기 >]Click to view in full screen)

  • Title: Email Subject
  • Recipient: Detailed Recipient List
  • Reference: CC (if any)
  • Hidden Reference: Hidden Reference Recipients (if any)
  • Attached file: List of attached files (click on the file name to download)
  • Main content: Email Content Preview

History Tab​

Check the events that occurred in the document in chronological order from request creation to approval processing.

  • Rejected cases are hereReason for RejectionYou can check the handler.
  • The cases handled by the challenger will be displayed along with the original approver and the reason for delegation.

Handling Request Pending Status​

In cases where designation of approver is required​

Situation Awareness

  • status요청 보류is indicated, and in the list of approvers, the item is결재자 미지정Display
  • Red dot (●) mark in front of the request number
  • Receipt of an email indicating that a decision maker needs to be designated
  • Detailed Slide in[결재자 지정]button and작업의 결재자를 지정하세요.Guide Sign

Solution 1 — Specify Directly in the Detailed Slide

  1. Click on the corresponding request in the list to open the detailed slide.
  2. 결재자item's[결재자 지정]Click the button.
  3. 결재자 지정When the window opens결재자를 선택하세요.Enter the name or email in the search box.
  4. Select the approver from the list and[확인]Click.
  5. The approval request is automatically sent to the designated approver.

Solution 2 — Specify Approval Line in Settings

  1. 승인관리 > 설정 > 결재선Moves to.
  2. Specify the approver for the payment type of the service and save it.
  3. It will be automatically applied to the pending approval requests.

⚠️ When the personal approval line is turned offAccording to company policy, if the administrator disables the use of personal approval lines, users cannot designate approvers directly. In this case, please contact the administrator. The administrator전체 승인함You can designate a substitute approver.

Request Cancellation​

Cancelable status​

Requests in the following status can be canceled.

  • Request Pending: Before designating the approver
  • Pending Approval: Reviewer in progress

Requests that have already been approved or rejected cannot be canceled.

Cancellation Procedure​

Step 1: Select the request to cancel

  1. Click on the request you want to cancel in the request box.
  2. Bottom of the detailed slide on the right[승인 요청 취소]Click the button.

Step 2: Cancellation Confirmation

  1. Checking the instructions for the confirmation window.
  2. Proceeding with the cancellation.

Step 3: Cancellation Complete

  • When the cancellation is complete, a cancellation notification email will be sent to the approver.
  • The original task (such as sending emails) will be automatically canceled.
  • the status of the request is요청 취소will be changed to.

Re-request after cancellation​

If re-request is needed:

  1. We will resume work on the original service (such as SHIELDMail).
  2. You can change the approval line or modify the content if necessary.
  3. A new approval request is created.

💡 Caution​

  1. Cancelled requests are irrecoverable
  • Please decide carefully whether to cancel.
  • If canceled, a notification will be sent to the approver.
  1. Check Notification Emails by Status
  • You will receive notification emails for each status change.
  • Check your mailbox regularly for quick responses.
  1. Please predefine the approval line.
  • You can prevent requests from getting stuck in a pending state.
  • Specify the person who has approval authority for the task.
  • It is recommended to inform the approver in advance.
  • FAQ: Frequently Asked Questions about Requests
  • Approved: How to approve requests from others
  • Settings: Approval Line·Approval Delegation Setting Method
  • Overview of Approval Service: Basic Concepts and Overall Process of Approval Service