When you need to inform other people about the approval, you can synchronize the approval information by setting up approval forwarding. The CC'ed user cannot operate the approval process, but will receive a notification. Also, you can view all the CC'ed approvals in the list of Notified of the app.
Lark Approval supports 2 forms of CC:
- •Auto CC: Set by the administrator from Approval Admin, valid for all forms of this approval.
- •Manual CC: Set by the requester or the approver in the specific approval form, only valid for the current approval.
1. Auto CC
You can set up CC at 3 steps:
- •when approval is submitted
- •during approval process
- •when approval ends
A. When approval is submitted
The corresponding CC'ed will be notified when an employee submits this approval.
Procedure:
1. Click Add of the Submit step.
2. Click Add in the CC column on the right.
3. Select the CC'ed person (6 types available), and then click Save.
B. During approval process
The corresponding CC'ed will be notified at certain step of this approval.
Procedure:
1. Click the step you want to set up CC.
2. Click Add in the CC column on the right.
3. Select the CC'ed person (6 types available), and then click Save.
4. By default, it will only CC when approver agrees. You can tick or un-tick the box and click Save.
Note:
1. Tick Only CC when approver agrees, then the CC'ed person will receive notification only when the approver agrees.
2. Un-tick Only CC when approver agrees, then the CC'ed person will be notified whether the approver agrees or rejects.
C. When approval ends
The corresponding CC'ed will be notified when an approval ends.
Procedure:
1. Click Add of the End step.
2. Click Add in the CC column on the right.
3. Select the CC'ed person (6 types available), and then click Save.
2. Manual CC
At any steps of the approval after submission (including when the approval process ends), the requester and the approver can click Notify at the bottom of the Details page to CC the approval to others.
6 types of the CC'ed：
- •Managers (bottom-up): Taking the requester's direct manager as the first level approver, and the top level manager as the N level approver.
- •Managers (top-down): Taking the top level manager as the first level approver, and the requester's direct manager as the N level approver.
- •Department supervisors (bottom-up): Taking the requester's direct department supervisor as the first level approver, and the top level department supervisor as the N level approver.
- •Department supervisors (top-down): Taking the top level department supervisor as the first level approver, and the requester's direct department supervisor as the N level approver.
- •Roles: Certain type of members in the organization structure, such as HR, Administration, Finance, Legal affairs, IT, etc. You can enter Lark Admin, and select Contacts - User and Department to manage roles.
- •Specify approver: The administrator (the current process designer) designates a specific person to CC.
👏 Congrats! You have mastered the methods of setting up approval CC!
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