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:
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Go to your project
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Click on the “Approvals & Alignment” button
in the top right corner of the project view
Your approval panel will appear on the left side of your screen.
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Go to the section you want approved
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Click the “Request“ button next to it
A new window will pop up.
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Select the approver(s) you want to add from a dropdown
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Add anyone who should be cc’d about the request
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Update the subject and message, if desired
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Click “Confirm” in the top right corner of the window
Your approval will be automatically requested, and the approver will receive a notification of your request.
Insider Tips:
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Requesting approval for your research brief is only possible if your platform is configured for research management
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You can only request approval if you are a Team/Research Lead
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Click on the Approvals & Alignment” button
again to hide the approval panel
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You will be notified if your approval requested has been approved or rejected