How to request an approval

Choose Request review on the record

Open the record, for example Plans › Protocols (/p/<slug>/plans/protocols) and select a protocol. Choose Request review (shown only with progress.approvals.manage). Write a rationale explaining why the record is ready and submit. The dialog calls POST /programs/{program_id}/progress/approvals with target_type (milestone, plan, protocol, report or hypothesis) and target_id; the approval is created as requested and the button confirms with “Saved”.

Follow the request under Progress › Approvals

In the rail choose Progress, then Approvals in the panel (/p/<slug>/progress/approvals). Each row shows the target, status, who requested it and, later, who decided and when. Needs progress.approvals.read. The Overview section counts pending approvals for the program.

Record the decision (approver)

An approver opens the request and chooses Record decision (needs progress.approvals.approve), picks approved or rejected and writes a rationale. The form calls POST .../progress/approvals/{approval_id}/decision; decided_by, decided_at and the rationale are stored and an audit row is written in the same transaction.

Approve the record itself (plans, protocols, reports)

For a plan, protocol or report the record’s own status changes only through its approve route: open the record and choose Approve (needs plans.plans.approve, plans.protocols.approve or plans.reports.approve). The form calls POST .../plans/protocols/{protocol_id}/approve (or the plan or report equivalent) with a rationale, and the record reads approved. Every other status is set through POST .../transition with to any value other than approved.

Withdraw a request you made

While a request is still requested, the requester can choose Withdraw request (needs progress.approvals.manage); the route is POST .../progress/approvals/{approval_id}/withdraw and the status becomes withdrawn.