Documentation
Route approvals
Give reviewers the context and authority to make a decision.
Updated
Reading time (minutes)
4
Define the decision
Describe what approval means and which criteria a reviewer should consider. Separate an approval from an acknowledgement so requests are not held up by unnecessary sign-offs.
Set the review path
Choose the reviewer based on responsibility and risk. Record a backup and decide what happens when a request needs changes. Keep the original request available throughout the review.
Close the loop
Save the decision with a brief reason. Notify the request owner and set the next action. A declined request should explain what can change before it is submitted again.
Confirm the next owner before handing work over.
Keep the outcome and its context attached to the request.