Guide for requesters
For requesters using Actagate. Choose a task to submit a request or check its outcome.
Submit from Slack.
Using the request screen (propose → review → submit)
Section titled “Using the request screen (propose → review → submit)”Review changes and the approval route in the right pane as you fill in the form, then submit from the Web.
Submit items together.
Use the intake on Home to find suggestions and draft form values.
Start without waiting for approval (declaration)
Section titled “Start without waiting for approval (declaration)”Declare it in Slack and check your manager’s veto deadline.
Capture the conversation with a stamp and create a request if needed.
Open a request from the list, check approved steps, the current approver, execution method, notice date, and revocation date, then expand Records to review approval and execution history.
Rejection, return, withdrawal, and resubmission
Section titled “Rejection, return, withdrawal, and resubmission”Distinguish rejection, return, and withdrawal before resubmitting.
Check expiry and supporting requests.