--- title: "Approver " slug: "approver-pm" updated: 2025-06-05T09:15:51Z published: 2025-06-05T09:15:51Z canonical: "help.symphonysummitai.com/approver-pm" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Approver **Turning Problems into Approved Solutions!** Approving problem records involves meticulously reviewing and validating reported issues or challenges within a system or process. It's about acknowledging and addressing issues head-on, ensuring they're properly documented and authorized for resolution. This crucial step not only ensures transparency but also fosters accountability within the organization. By approving problem records, teams can prioritize and allocate resources effectively, ultimately driving continuous improvement and enhancing overall operational efficiency. **User Persona: Approver** Let's explore the following use case. | **Use Case** **User Persona: Approver** | **Solution** | | --- | --- | | ACME Consulting Services has developed a popular mobile app used by consumers across the world. However, recently the mobile app has been crashing frequently. A problem record has been created for the same and it has to be approved by the concerned stakeholders. Hence, ACME wants to have a robust approval process for problem records and reduce manual efforts. | The created problem records are assigned to the {{variable.Role- Approver}}. The {{variable.Role- Approver}} selects the problem records awaiting approval from the list and reviews them thoroughly. The details page of the PR displays all the information such as problem ID, requestor details, symptom, description, attachments, etc. The Approver carefully evaluates the PR, ensuring its compliance with organizational policies, SLAs, and available resources. | ## Approver Dashboard Approver Dashboard within the Problem Management module of Apex provides a centralized interface for Approvers to efficiently oversee PRs requiring approval. It offers a comprehensive view of pending PRs, allowing Approvers to review request details, evaluate their impact, and make informed decisions swiftly. With intuitive navigation and customizable features, the Approver Dashboard empowers approvers to streamline the approval process, contributing to enhanced efficiency. To access the Approver Dashboard, perform the following steps: 1. Click **Service Management.** **![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709379961987.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)** Figure: App portal 2. The **Approver Dashboard** is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709380131744.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approver dashboard 3. From the left panel, click **Problem** > **Approve Problem Records**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707814105938.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approve problem records 4. A list page of all the PR(s) is displayed as below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710928101249.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approve PR(s) - List page 5. Click on the respective PR ID that you want to view or approve. The corresponding PR ID page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710928311359.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: PR details page 6. The problem record can be reviewed. Click **Approve** to approve the problem record**.** 7. Once you click Approve, the following pop-up is displayed to Authorize, Reject, or On Hold. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711101338407.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approve PR The pop-up has the following fields: 1. **Approver:** This field displays the name of the Approver. 2. **Status:** Select whether you want to approve or reject the PR by clicking on the dropdown menu. The available options are, Authorize, Reject or On-Hold. 3. **Remarks:** Provide any relevant remarks or information that you want to add while approving or rejecting the SR in the **Remarks** field. 8. Click **Submit**, to authorize or reject the PR. If you want to exit the process without approving or rejecting the PR, click Cancel. 9. Once the PR is approved, the status is changed to Awaiting RCA Submission. The following is displayed in the Approval Timeline section. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711101805060.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approval Timeline 10. Click **Save** to save the made changes in the PR details screen. If you do not want to save the changes, click **Cancel.** 11. The status of the PR is Awaiting RCA Submission. On the RCA tab in the PR, you can upload the RCA details. The following screen is displayed: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711102112274.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: RCA submission #### #### #### #### #### #### Bulk Approval Bulk Approval functionality on the list page of Approve Problem Records enables approvers to efficiently review and approve multiple PRs simultaneously. This streamlines the approval process, saving time and effort by allowing batch processing instead of handling each request individually. To bulk approve multiple PRs, perform the following steps: 1. Navigate to the list page of Approve Problem Records. 2. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1720084779308.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)icon on the top corner of the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1729146609830.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Bulk Approval icon 3. Click on the checkboxes next to the PRs which you want to approve.  ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1729146715935.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Select PRs You can also select all the PRs in a page at once by clicking on the common checkbox at the top.  ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1729148038278.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Common checkbox 4. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1720084779308.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D). The following pop-up is displayed: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1720091210563.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Bulk Approval - pop-up 5. Select **Approve** or **R****eject** from the dropdown menu of Approval Status. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1720091621702.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Approval Status 6. Provide any additional remarks in the **Remarks** field. 7. Click **Submit**. If you do not want to bulk approve or reject the PRs, click **Cancel**. ####