What does On Hold mean?
The On Hold status allows you to pause a request without cancelling it. A temporary suspension can be useful when you need to gather more information or want to postpone a request until a later date.
The comment you make to explain the reason for your decision will be added to the audit log.
A request that's On Hold won't be up for approval/rejection unless the responsible person revises its status and returns it to On Approval.
Important note: The approval steps are not reset when a request is removed from the On Hold status. So, the approval process will resume from the point where it was paused.
The On Hold functionality is available across both web and mobile platforms of ApprovalMax.
Who can put a request On Hold?
This feature is available to:
Account Owners
Organisation Administrators
Requesters
Approvers
Notifications
When a request is placed On Hold or removed from the On Hold status, these users will be notified:
Approvers
Reviewers (if applicable)
Watchers
Requesters
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
Manual approval, rejection, editing and revoking a decision is not possible
Manual restart: requests with the On Hold status cannot be included in the restart of a workflow
Please note: If changes have been pulled from the accounting system, requests will be restarted and remain in the On Hold status. If a request On Hold is subject to Auto-Approval, it will be automatically approved upon meeting the Auto-Approval criteria.
This is how you put a request On Hold
Click on the Lock icon in the request:
Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status
Click on the green Lock icon in the request:
Provide a comment with your reason for returning the request to the approval process.
In which plans is the On Hold functionality available?
Currently, ApprovalMax supports the On Hold functionality for:
Advance and Premium plans
All Features trials