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The approval request gets the approval process rolling.

Any staff member can add an approval request for jobs, purchase ordes, media plans, invoices, and more. Adding an approval request is easy: find the record for which you need approval, add the request, enter its details, then click Save. The approval process is 100% paperless.

Approval requests can be added from these windows:

Media plans (broadcast/print)
Media estimates
Media order (broadcast/print insertion/outdoor/interactive)
Purchase Orders
Accounts Payable
Accounts Receivable

Adding job approval requests   Approval requests for jobs (i.e., creative brief, content, estimates, schedules, and change orders) are made from directly from the Job Approvals window on the job ticket.

To add an approval request

1 From any window that has an approval request option, click on the Add Request button:

The Add Approval Request window opens:

  Enter the approval request's details.

The step/description describes the type of request being made. A basic description is entered by Clients & Profits X automatically, which you can change. The step/description identifies this request on the Approval Manager window and makes up the subject on the notification e-mail.

All of the staff members who can approval this type of request appear is the to be approved by drop-down menu. You can select any name from the menu to approve your request. A staff member may be chosen automatically from a setting in Approval Preferences which you can also change.

Only one staff member or client contact can be selected to approve a request (however, there is no limit to the number of approval requests you can make).

Enter the date and time (which is optional) you need the approval by in the needed when field. If you want this approval request rushed, click on the RUSH checkbox; this will appear in the Approval Manager and in the subject of the notification e-mail.

The optional instructions can be used to explain why you need this request approved. It's a place to make your case for approval, or at least to help the approver understand what you're asking for. The instructions are included in the notification e-mail and also appear in the Edit Approval Request window. They can be changed any time.

The optional status note can be used to give this approval request a little more information. It works similarly to the status note on job tickets and purchase orders. Approval requests can be sorted by status note in the Approval Manager window.

  Click Save.

The new approval request will be e-mail immediately to the approver's e-mail address. It will also appear instantly in their Approval Manager window. You will be notified via e-mail when the request has been approved, approved with conditions or changes, or rejected.

Your approval requests will appear in your Approval Manager window (choose My > My Approvals) where you can track the status of the requests you've made, as well as those made of you. Your approval requests can be easily changed by double-clicking on a request in the Approval Manager window, saving any changes, then clicking the resend button to notify the approver.

Get a complete overview of the Approval Process in this Clients & Profits classroom video training session.
Running time: 5:15

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