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Decision note required

If you tick Decision note required on a step, whoever decides on that step can only approve or reject with a written reason. Useful wherever you need to see later why a decision was made.

The checkbox is on Settings → Approval Policies, in the policy editor, per step, so each step can differ: required on the finance director's step, for example, but not on the accountant's.

  • It applies to approving and rejecting.
  • Sending back always requires a reason, regardless of this setting.
  • The reason is kept with the decision on the approval request.