Requesting approval for your project helps you to confirm that you have successfully planned, outlined, and documented your project plans and progress.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To request approval:
- Go to your project
- Navigate to the tab where you want approval
- Click on the “Approvals” button in the top right corner of the project view
Your approval panel will appear on the left side of your screen.
- Go to the section you want approved
-
Click on the Plus Sign Icon
to display a dropdown of approvers
- Select the approver(s) you want to add
- Click on “Request”
A new window will pop up.
- Add anyone who should be cc’d about the request
- Update the subject and message, if desired
- Click on the “Confirm” button
Your approval will be automatically requested, and the approver will receive a notification of your request.
Insider Tips:
- Requesting approval for your research brief is only possible if your platform is configured for research management
- You can only request approval if you are a Team/Research Lead
- Click on the “Approval” button again to hide the approval panel
- You will be notified if your approval requested has been approved or rejected