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request box

request form 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 by the user directly, but by the integrated service.Conditional policies set by the administratorIt is automatically generated according to.

Example 1 — When sending an email in SHIELD Mail

  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

Example 2 — When uploading/downloading files on SHIELD Drive

  1. Attempting to upload or download files to/from the repository subject to approval
  2. Check Conditional Policy
  3. Determined that approval is required for the policy.
  4. 업로드 승인or다운로드 승인Create Approval Request with Form
  5. New approval request displayed in the request box. The file will not be processed and will remain pending until the approval is completed.

💡 How to distinguish what kind of request it isWhich service the request came from is in the list of타입with an icon, what kind of request it is결재 유형It is separated by columns.

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 form승인 대기Display status
  • Fast work progress possible

If the approval line is not set

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

⚠️ **The approval line is designated separately for each approval type.**SHIELD Drive is업로드 승인 · 다운로드 승인Since there are two types of approvals, an approver must be designated for each type. If only one side is designated, the request for the other side will요청 보류Stops at.

How to set up detailed approval linesSetup GuidePlease refer to.

💡 Request Box vs Approval Box request box: 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 Configuration​

Basic Screen​

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

Screen Components

  • Top Tab: Request All / Pending / Completed Filtering
  • Filter Button: Request Number · Approval Type · Title · Status (Top of List)
  • Total Count · Refresh: Top Right
  • List Table: Approval Request List
  • Detailed Slide: Display detailed information of the selected request on click (right)

Left menu's요청함The number on the side isThe number of cases I need to addressis.

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. For example)SM-SND-2509-00181 · SD-UPL-2509-00007
typeService icon when a request is made. The service name is displayed when you hover the mouse over it.
Approval TypeWhat type of request it is. For example:메일 반출 요청 · 업로드 승인 · 다운로드 승인
TitleRequest Title. SHIELD Drive request isFile nameThis will be the title
statusCurrent Processing Status (Request Pending / Awaiting Approval / Approved / Rejected / Request Canceled)
requested dateRequest Time
Completion dateCompletion Time (if before processing __PH_0__)-)

Sorting — 요청 번호 · 결재 유형 · 상태 · 요청한 날짜 · 완료한 날짜Click the header to toggle between ascending and descending order. The default sort is요청한 날짜descending,타입 · 제목cannot be sorted.

💡 If the window width is narrow, columns will be automatically hidden. 요청한 날짜 → 완료한 날짜 → 결재 유형 → 상태 → 요청 번호It is hidden in order, and horizontal scrolling does not occur.

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 an Approver
🔵 Pending ApprovalThe approver is under review.Waiting (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 Pending — "Please specify the approver"

  • A situation where an action requiring approval (such as sending an email, uploading or downloading files, etc.) is attempted.
  • However, there is no approval line (individual, group, default) to apply, so no approver is designated.
  • The requester receives an email stating that a approver designation is needed.
  • Solution: Detailed slide at[결재자 지정]Click or승인관리 > 설정 > 결재선designated

🔵 Pending Approval — "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 tasks have been completed (sending email, confirming file upload, receiving files, etc.)
  • The requester will receive an "Approval Completed" email.
  • status: All procedures completed

🟠 Companion — "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: Review the request again after confirming the reason for the rejection and correcting the issues.

⚫ Request Cancellation — "I canceled 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 view only the requests in the desired status.

  • Entire request: Show all approval requests (default)
  • Waiting: Request Pending + Show Approval Waiting Status
  • 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.

FilterSpecification MethodExplanation
Request NumberDirect Input (Multiple)Search by request number
Approval TypeSelect from the list (multiple)Select from the approval forms brought by the company.
TitleDirect Input (Multiple)Search by title
statusSelect 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 all at once. Use the refresh button in the upper right corner to reload the list to the latest state.

Check Request Details​

Open detailed information​

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

Request Details Tab​

Basic Information

itemExplanation
Request NumberUnique Identifier Number
Preservation PeriodDuration of Document Storage
Approver(or original approver)Designated Approver
ChallengerDisplayed only when the original approver has delegated due to absence.
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 cases that have been processed will display the approval/rejection status by subject along with the opinions of the approvers.

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: Detailed Recipient List
  • Reference: CC Recipient (if any)
  • Hidden Reference: Hidden reference recipient (if any)
  • Attached file: List of attached files
  • Main content: Email Content Preview

Upload Approval · Download Approval (SHIELD Drive)

file is1 caseThe items will be displayed in order.

itemExplanation
file nameFile name for approval
sizeFile Size
Storage PathPath where the file is (or will be uploaded). The first step is indicated by the type of function.
- PurposeRepository Purpose —공통함 · 개인함 · 공유함 · Teams함
- Security LevelSecurity level set in the repository

file ismore than 2 casesIf so파일 이름 · 저장소 등급 · 저장소 용도 · 저장소 경로 · 크기It will be displayed as a table of columns.

Items without values will not be displayed on the screen.

⚠️ **You cannot download files from the request box.Download approval isThe act of downloading itself is subject to approval.**Therefore, the requester requests that the download button is not displayed so that the file cannot be taken before the approval is completed. The same applies to upload approval. Approvers and managers who need to check the file for approval judgment are승인함 · 전체 승인함You can download it from.

History Tab​

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

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

Handling Request Pending Status​

If designation of an approver is required​

Situation Awareness

  • status요청 보류is indicated, and in the approver items of the list결재자 미지정Display
  • Red dot (●) mark in front of the request number
  • Receipt of an email indicating that designation of an approver is required
  • Detailed Slide in[결재자 지정]button and작업의 결재자를 지정하세요.Guide Sign

Solution 1 — Specify directly in the detailed slide

  1. Click 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 a 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 > 결재선Moving 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 has disabled 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​

Cancellable State​

Requests in the following states 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 completed, a cancellation notification email will be sent to the approver.
  • The original tasks (sending emails, uploading and downloading files, etc.) will be automatically canceled.
  • the status of the request is요청 취소It will be changed to.

Re-request after cancellation​

If a re-request is needed:

  1. We will resume work on the original services (SHIELD Mail · SHIELD Drive, etc.).
  2. You can change the approval line or modify the content if necessary.
  3. A new approval request will be created.

💡 Caution​

  1. Canceled 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 a notification email for each status change.
  • Check your inbox regularly to respond quickly.
  1. Please specify the approval line in advance.
  • You can prevent requests from getting stuck in a pending state.
  • Specify the person who has approval authority for the task.
  • SHIELD Drive is업로드 승인 · 다운로드 승인You must specify both types.
  1. File requests will be processed only after approval is complete.
  • The uploaded file can be used after approval, and the download can be received after approval.
  • If the approval is delayed, the file will remain in a pending state.
  • 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