Approving (Internal Staff)

As an internal approver (Conexus staff) you review requests inside COMS and approve or reject them. This page covers your queue, the decision, and the one‑time setup you need first.

⚠️ Heads up: Set your signature first. Your signature is stamped next to your approval on the record, so COMS won’t let you approve until you’ve added one. Go to Settings → Signature and draw, type, or upload it once. (You can still reject without one.)

Settings → Signature — add yours once, before approving.

Settings → Signature — add yours once, before approving.

Your queue

When a request needs you, COMS emails you (subject “COMS Approval Notification”) with a Review & Decide button, and it appears under Approvals → Awaiting Me (with a badge on the sidebar). If you sit on it, a reminder email follows.

The ‘Awaiting Me’ queue.

The ‘Awaiting Me’ queue.

Reviewing and deciding

Open the request. You’ll see an Action Required banner, the requester and description, the attached files (click to download), the linked record in full, and the Approval Chain so far.

At the bottom, the Your Decision box:

The decision panel — comment, then Approve or Reject.

The decision panel — comment, then Approve or Reject.

ℹ️ Good to know: If you haven’t set a signature, you’ll see a “Signature required” notice and the Approve button is disabled until you add one in Settings → Signature (Reject still works).

Approve is blocked until your signature is on file.

Approve is blocked until your signature is on file.

How multiple approvers work

💡 Pro Tip: You’re only ever asked to approve your own level. If you don’t see a request you expected, it may still be waiting on an earlier level.


Revision #2
Created 2026-07-11 18:58:34 UTC by Andre Dixon
Updated 2026-07-11 18:58:39 UTC by Andre Dixon