When using Initiate and Approve, the most common questions focus on template visibility, request progress, and the admin entry, with 3 high-frequency FAQ topics covered below.
FAQ
What should I do if I cannot find an approval template?
- Make sure you are on the Start Request tab.
- Check whether your account has permission to view the template.
- If the template is still unavailable, contact your administrator to confirm the template visibility scope.
How do I check progress after submitting an approval request?
- Open the My Requests tab.
- Find the request you submitted in the list.
- Review the Status and Type information to check progress.
How do I open the admin console?
- Open the Start Request page.
- Check whether an Admin Console button appears in the upper-right area.
- Click the button to enter the lightweight approval admin console for template or permission management.
Glossary
| Term | Definition |
|---|---|
| Lightweight Approval | An online approval tool in WPS collaboration for request initiation, review, copied notifications, and record tracking. |
| Approval Template | A preset workflow template used when starting an approval request, usually including form content and an approval path. |
| Copy | A notification step in the approval process that lets related people view the record without necessarily taking approval action. |