Manage requests across your organisation
See every request in your organisation in one list, and step in when an approver is away, an owner has moved on, or a request needs closing off.
Before you get started
Account owners can see and manage every request.
Find a request
Go to Organisation, then Requests.
The list shows every request in your organisation. Search, or filter by:
Status.
Template, to see one kind of request.
Needs attention, for requests where an approver or owner couldn't be found, or what should have happened after approval didn't run.
Requests that need your attention are also counted on your Home page under Needs your attention. Selecting the count opens this list already filtered.
You can make a request from here too, with New request. Account owners can make any request about anyone.
Requests are handled one at a time. There are no bulk actions.
Approve or reject on someone's behalf
Use this when an approver is away, has left, or can't get to it.
Open the request.
On the current step, select Edit step.
Next to the approver, select Approve or Reject.
Add a reason if you'd like to, then confirm.
The request records that you decided on that approver's behalf. Your decision only covers the approver you chose, not the whole step.
On a step where every approver must approve, Approve all and Reject all let you decide for the whole step at once.
Reassign an approver
Open the request.
On the current step, select Edit step.
Next to the approver, select Reassign, then choose the new person.
Confirm.
The new approver is told, and the person you replaced loses access if they hadn't decided yet. You can't reassign to someone who already approves in the same step, or to the person the request is for.
Reassign the owner
When a request is In progress with the wrong person, open it and reassign the owner. The new owner is told.
Complete or cancel a request
Complete a request that's In progress when the work is done but the owner hasn't marked it.
Cancel a request that's no longer needed. Anything still waiting on approvers is closed and leaves their to-dos. Nobody is notified that it was cancelled.
A request that's Approved can't be cancelled while Worknice carries out what happens next.
Related articles
You're All Done!
You can now find any request in your organisation and keep it moving when someone involved can't.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.