# Approvals

> Decide what's waiting for your approval, set up who approves what, and hand your approvals to someone while you're away.

*This article is being updated.*

Some work in Prevarro waits for someone to approve it before it goes ahead. When something is waiting for you, you get a notification.

## Approving quotes

If your role can approve quotes, **Quoting** has an **Approvals** tab. Its badge counts what's waiting for you.

1. Go to **Quoting → Approvals**. **Pending** shows the quotes waiting on you.
2. On a quote's row, select **Approve** or **Reject**.
3. An approval note is optional. A rejection needs a reason, which the person who submitted it sees.
4. Select **Approve** or **Reject** again to confirm.

To decide several at once, tick them and use the **Approve** or **Reject** button in the bar that appears. It shows how many you've picked. A bulk rejection records the same reason on each.

Select **All**, **Approved** or **Rejected** to look back at decisions, month by month. You can search, and narrow the list with **Members**.

## Submitting a quote for approval

Your business can set a quote total at which sending needs approval, in **Quoting → Settings → Send approval**. A quote at or above it shows a banner in the builder:

- **Submit for approval** sends it to the first approver. Selecting **Send** submits it too.
- While it waits, the banner shows the step it's at. **Withdraw** takes it back.
- **Approved by** means it's **Ready to send.** If you change the quote after that, it's submitted again when you send it.
- **Rejected by** shows the reason. Make your changes and select **Resubmit**.

## Approving equipment record updates

Equipment shows by default for businesses that deliver work as jobs. When your business turns on **Require approval for record edits** in **Equipment → Settings**, an edit to a compliance record waits as **Update awaiting approval**. An approver opens the record and selects **Approve** or **Reject**. The person who made the edit can **Withdraw** it.

## Who approves what

People whose role can manage approvals set this up in **Settings → Approvals**.

- By default, items go to the direct manager of the person who submitted them - the **Reports to (manager)** set on their record in **Settings → Users**. A few money requests go to the Owner instead. **Default routing** lists each type and where it goes, and you can choose a chain for a type there.
- A named chain sends items through several approvers in order. Select **New chain**, give it a **Chain name**, choose what it **Applies to** and add the **Steps (in order)**. Then add the people it covers in the chain's editor.
- Turn on **Let approvers step in for each other** to let anyone who can approve an item - within their limit for money items - approve a step waiting on someone else. They can never approve their own item. Approvers then see **My Team** and **All** under **Pending**.
- Set how many working days pass before the approver gets a reminder, and before colleagues who can step in are told.

In **Settings → Users**, a person's record shows their **Approval chain assignments**. Each type can follow its default, or be set to **Auto-approve** or to one named approver.

## Going away? Delegate your approvals

1. Go to **Settings → Approval delegation** and select **Set up delegation**.
2. Pick who to **Delegate to**, when it **Starts**, the **Duration** and the **Scope** (all types or particular ones).
3. Add a reason if you like, then select **Activate delegation**, or **Schedule delegation** if it starts later.

While it's active, your approvals go to that person. Decisions they take show as made on your behalf. To end it early, select **Cancel** on the delegation, then **Cancel delegation**. Decisions already taken stand.

If someone has delegated to you, **Approving on behalf of** lists it.