When using Initiate and Approve, the most common questions fall into 3 areas: template visibility, progress tracking, and admin access.
FAQ
What should I do if I cannot find an approval template?
- Make sure you are on Workspace → Lightweight Approval → Start Request.
- Check whether your current account has permission to view the template.
- If the template is still unavailable, contact your administrator to confirm the template visibility scope.
How can I check progress after submitting an approval?
- Open the My Requests tab.
- Find the approval request you submitted in the list.
- Check the Status and Type information to review the current progress.
How do I open the admin console?
- Open the Start Request page.
- Check whether the Admin Console button appears in the upper-right corner.
- Click that button to enter the admin console for template or permission-related management.
Glossary
| Term | Definition |
|---|---|
| Lightweight Approval | An approval app in the WPS workspace for submitting, processing, and tracking approval items. |
| Approval Template | A preset approval form type used when starting a request to standardize content and routing. |
| Copied Recipient | A person who receives the approval record for reference but does not directly perform the approval action. |
| Pending for Me | The list of approval items that the current account needs to process. |