Workflow
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1
Open the queue
Open Approvals under Operations (owners, admins and branch managers). Assigned to me shows what you may check; All shows everything. Awaiting a decision lists each request with how long it has waited, the action, amount, maker and scope.
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2
Check the evidence
Open the source record and compare the amount, borrower, branch and documents with the request before you decide. You cannot check a request you raised: Adili says You raised this request, so you cannot check it.
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3
Approve
Choose Approve. The action runs at once, for example the loan becomes Approved and can be disbursed.
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4
Reject
Choose Reject, write the Reason, and choose Reject request. A rejected request is closed; the maker must start again.
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5
Request changes
For a loan approval choose Request changes, write What needs to change, and choose Send back. The loan returns to Draft (or Assessed) with your note at the top, and the maker sees it under Returned for changes with Resubmit.
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6
Set the rules
Owners and admins open Settings → Approval Rules. Add policy sets, per Action and Scope, an amount band and how many Required checkers; Add assignment names who Can make and Can check. The toggles decide whether owners and admins can always act as makers and whether loan officers' and assessors' changes need approval.
