Approval App | Set up approval CC

I. Intro

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.

II. Steps

1. Auto CC

Enter Approval Admin, click Create button or edit existing approvals to enter Process Design page.

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.

III. FAQs

Who can be CC'ed?

•Manager: You can CC specified managers, such as the direct manager of the requester.

•Department supervisor: You can CC specified department supervisors, such as the direct department supervisor of the requester.

•Role: You can CC a specified role, such as HR, administration, or finance. To CC roles, you must first configure team roles in Lark Admin > Organizational Structure. Click here for more information about role configuration.

Note: The manager, department supervisor, and role options here correspond to the settings in Lark Admin > Organizational Structure.

•Specify members: You can CC specific people.

•Selected by Requester: The requester selects the people to CC.

•Requester: The requester is CC'ed. This is generally used when it is necessary to back up information.

👏 Congrats! You have mastered the methods of setting up approval CC!

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