Decisions waiting on you no longer live on a separate approvals screen — they arrive in your Inbox, the same stream that carries every other notification, under the bell in the top bar. When a document is routed to you, an Approval assigned item appears there with a Needs action badge; if a colleague’s assignment times out and escalates to you, the item arrives marked Urgent.
Reading an approval item
Each item shows the document’s label (the PO number, SO number, or adjustment reference), the organization it belongs to, its priority, and when it arrived. Open the row for the full detail — what was assigned, at which approval level, and when.
Use the Open button to jump to the document under review (the PO detail, SO detail, or adjustment detail) and inspect line items, totals and history before deciding. If the document belongs to a different organization than the one you are working in, Beelocity switches you there automatically.
Deciding
The buttons are right in the expanded row:
- Approve — opens a dialog with an optional comments field; submit to advance the request. If there are steps after yours, the next approver is notified; if yours was the last, the document moves forward (for example, a purchase order becomes Approved).
- Reject — a reason is required; it travels verbatim to the person who submitted the request.
- Delegate — hand your turn to another eligible member. They receive the assignment in their own inbox; the request’s history records the hand-off.
Once you decide, the item archives itself. If someone else decides first — another approver, a delegation, a cancellation — the item leaves your inbox on its own, so you never act on stale work.
When a request you sent is decided
The outcome lands on the originator’s own My submissions item — the same one that has tracked the request since they sent it, now reading Approved or Rejected with any rejection reason quoted in full.