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Structured approvals

Structured approvals enables you to configure a decision-approval-flow that allows named users to approve a decision

 

 

 


Approving decisions

  • Option 1 - Teams virtual meeting 
    • Select the agenda item in question and find your section for approval
  • Option 2 - From the Decisions app in Teams
    • Find the agenda item and Reject or Approve the decision
  • Option 3 - Outside of a meeting
    • When you want to access a specific decision or see a list of the decisions related to a Team/Channel, you can open the Decisions Log and use search or different filters to find what you are looking for
  • The Decisions Log view can be accessed from a few different places
    • From Agenda view
      • In the Agenda, find the Decisions tile on top and select List
    • From Decisions Log in Channel Tab
      • In Teams go to the specific Team and select channel. In the top navigation bar, you will find Decisions..


Enable and configure your custom approval framework

Steps to configure:

  • In Team settings go to Decision Log
  • Select Structured Approvals for the team or specific channels
  • Choose Custom as your framework type
  • Enable Restricted Approval Process if you want decisions to be open for approval only when the Meeting Admin opens for approvals

    Define how approvals will work:

    Structured Approvals supports up to nine roles per framework. Each role can be:

    • Freely named (e.g., “Recommend”, “Agree”, “Decide”)
    • Ordered to reflect the logical flow of your decision-making process

    For each role, set a default configuration:

    • Pre-assign a user to always hold the role by default
    • Mark the role as “No approver required” if it doesn’t apply in most cases
    • Leave the role empty if the assignee will vary depending on the decision