Reviewing and Pre-approving an Excursion

⚠️ Note: The following steps are written from an Approvers perspective.

Once an excursion is submitted for pre-approval, approvers are notified in multiple ways:

• Paperly Task Manager notification

• Email notification

Steps to Review and Pre-approve

1. Open the excursion from your Task Manager or notification email.

2. Review the Details tab and other sections as needed.

3. Choose an action:

   • ✅ Approve – click the green Approve button to pre-approve.

   • ❌ Reject – click the red Reject button if the excursion should not proceed.

   • ❓ Requires Resubmission – click the blue Requires Resubmission button if changes are needed before pre-approval.

Additional Notes

• Only Approvers can edit the excursion directly as part of the approval process.

• Notifications of your decision will be sent automatically to the excursion creator and any other relevant users in the approval workflow.