Set up approvals

May not be enabled

Approvalsmay not be turned on for your workspace or plan. If you don't see it, contact your workspace admin.

Approvals are the one sign-off engine for the whole product. You write a policy — “when the cost is over 500,000, route it to a manager and then to an owner” — and whenever something matching is raised, Belrald Assets opens an approval request and the right people decide it from a single inbox.

Policies can cover work orders, purchase orders, budget changes, requisitions, capital requests, project milestones, disposals, change requests, tenant billing actions and stock cycle counts.

Write an approval policy

1. Go to Settings → Approval policies.
2. Create a policy and give it a name.
3. Choose the scope — what kind of item it applies to.
4. Set the trigger field — the value the policy watches, such as cost.
5. Choose the operator — is greater than, is at least, is less than, is at most, equals, or is not — and enter the value.
6. Add the steps, in the order they should happen. For each step choose the approver roles, specific people, or both, and whether any one approver or all approvers must agree.
7. Set the policy’s priority. The first matching policy wins.
8. Save the policy.

Note

Editing a policy never changes requests already in flight — their steps are frozen when the request is created. Change the policy, and the new rules apply to the next request.

Decide a request

1. In the sidebar, select Approvals. The badge shows how many are waiting for you.
2. Open My queue and select a request. It shows why it was triggered — the field, the operator and the value that matched.
3. Approve or reject it, adding a comment if the decision needs explaining.

Caution

You cannot approve your own request, and holding the approval permission is not enough on its own — you must be an eligible approver on the step the request is currently sitting on.

If two approvers act at the same moment, Belrald Assets keeps the first decision and asks the second to refresh.

Track everything else

All requests shows every request with status and type filters. Statuses are Pending, Approved, Rejected and Cancelled. Cancel a request with a reason when the underlying item is withdrawn.

What happens next

Approvals never change the item’s status directly. The owning module reacts to the decision — a purchase order becomes issuable, a disposal moves to approved, a budget change is recorded as authorised. If a decision seems to have had no effect, check the item itself rather than the request.

Note

Built-in policies shipped with your workspace can be archived but not deleted, so you can always fall back to them.