Manual Approvals — gather required information and use the "Awaiting Approvals" macro

Describe the required steps for handling requests that need manual approval: gather all necessary information, then apply the macro "Awaiting Approvals" to mark the ticket and trigger your approval workflow.

Confirm the request requires manual approval

If approval rules or automated checks fail or the request exceeds thresholds (cost, scope, privileges), proceed with manual approval.

1. Gather required information (minimum checklist)
   • Requester name, email, and organization
   • Clear summary of the request (what is being requested)
   • Business justification / reason for the request
   • Expected benefits or impact (business/technical)
2. Use the "Awaiting Approvals" macro
   • Open the ticket and choose the macro named "Awaiting Approvals".
   • Confirm the macro sets the appropriate status/fields used by your approval workflow (for example: status = Pending or On-hold, tag = awaiting_approval, custom approval fields populated). Edit any macro text if specific details need to be added.
   • Apply the macro.