Evaluating approval processes on mobile devices

Evaluating approval processes on a mobile device increases efficiency and streamlines work. You can response to approval processes immediately after you receive a notification, without going to a computer to access the Unica Plan user interface.

About this task

You can access the approval process on your mobile device, if you receive an email notification that a requester sent an item to you for approval. You can also bookmark the approval process page to check your approvals frequently and quickly on your mobile device.

Procedure

  1. Follow the link in the email notification and sign in to Unica Plan on your mobile device. If you access the notification on a mobile device, the url in the notification automatically directs you to the mobile version.
    Note: To use this feature, configure approval alerts and your email address in Unica Plan
  2. Select Approve or Deny for each approval item. If you need to view attachments or add markup, consider viewing the approval item in the Unica Plan user interface.
    A red "X" or green check mark visually indicates your denial or approval of each item.
  3. Optional: Enter comments to explain your response.
  4. After you Approve or Deny each approval item, select Post complete response.