Approvals / Review Page : Synergita

The OKR Approvals/Review page is a vital tool within our product, allowing users to efficiently manage the approval and review process for both individual and team objectives.

What is Approval?

Approval is the process by which designated individuals or roles formally authorize an OKR to be implemented within the organization. This ensures that the OKR aligns with organizational goals and standards before it becomes active.

What is Review?

Review is the process conducted after the OKR has been created and is either ongoing or completed. It involves evaluating the progress and outcomes of the OKR to ensure that it meets its objectives and contributes to the overall goals. Reviews can be conducted during the OKR cycle or at the end of the cycle.

Below is a brief overview of how to navigate and utilize this feature effectively.

Navigation:

Accessing the Page: To access the OKR Approvals/Review page, simply click on the icon in the left navigation pane.
Tab Selection: Upon entering the page, you'll find two tabs—one for individual objectives and another for team objectives. Choose the appropriate tab based on your review or approval needs.
Sub-Tab Options:Within each tab, you'll find two sub-tabs:
- Waiting for Approval / Review: Displays objectives that require your attention for approval or review.
- Sent for Approval / Review: Lists objectives that you've sent for approval or review.
Filtering Options: Use the search box functionality at the top left of the page to filter objectives based on specific criteria. Additionally, utilize the status filter to narrow down objectives awaiting approval or review.

Approving or Rejecting OKRs:

Select Objective: Identify the OKR that requires approval or rejection and click on it to proceed.
Initiate Action: Next to the selected objective, click on the "Approve/Reject" link.
Provide Feedback: On the approval/rejection page, you'll have the opportunity to add comments providing feedback or reasons for your decision.