Best Practices for SuiteApprovals Email Responses
Use these best practices to get the most out of SuiteApprovals’ email notifications.
Approvers
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Make sure approvers have view permission to the record before starting the approval process.
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Keep the approver’s employee record active to avoid any approval issues.
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Always have a valid email address for each approver in the system.
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Always check that the approval rule includes the right employee as an approver before starting the process.
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Make sure the approver’s subsidiary and role subsidiary match the record’s subsidiary.
Email Content
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Always include a reason for rejection in your reply.
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Avoid sending duplicate replies to keep the process running smoothly.
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Don’t add tags with unique string characters to your emails. These can cause errors and you’ll be asked to resend your reply using the original approval request email.
Email Responses
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Make sure you reply within the approval request email expiration period set by your organization.
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Always make sure your reply uses the same unique approval ID as the original approval request email.
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Send your reply before the record gets routed to the next approver.
In many cases, the record’s already been routed to the next approver by the time you reply. This is common for Group (Any) or Role (Any) approvers.
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Make sure the record’s approval status is Pending Approval when you send your reply.
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If you’re a delegate approver, reply to the email approval request within your delegation period.
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Delegate approvers should send their reply before the delegation is removed.
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Approvers should reply before the Approval by Email preference is turned off.