Operator Manual

1. Role descriptions

In DingTalk OA Approval, operators in the Approval process include approvers, handlers, and CC recipients.Approver permissions:Receive Approval forms pending Approval.Perform actions such as Accept, Decline, transfer, return, sign request, and Comments.Download Approval form details within their management scope.Set Approval delegates.Handler permissions:Receive Approval forms pending handling.Perform actions such as Submit, transfer, return, sign request, and Comments.Download Approval form details within their management scope.Set Approval delegates.CC recipient permissions:Receive CC’d Approval forms.Perform Comments actions.Download Approval form details within their management scope.Note: The Approval process is configured by the organization’s Approval Admin.

2. Core actions

1. Receiving pending forms

Approver: Receives pending Approval forms in the Approval Center, Work Notifications, and To-Do.
Handler: Receives pending Approval forms in the Approval Center, Work Notifications, and To-Do.
CC recipient: Receives CC’d Approval forms in the Approval Center and Work Notifications.

Approver - Approval Center

Operator View

Mobile

Desktop

Approver - Work Notifications

Operator View

Mobile

Desktop

Approver - To-Do

Operator View

Mobile

Desktop

Handler - Approval Center

Operator View

Mobile

Desktop

CC recipient - Approval Center

Operator View

CC recipient view in the Approval Center

Mobile

Desktop

CC recipient - Work Notifications

Operator View

2. Actions

Operator	Core Action	Description
approver	Accept	The current Step is passed and the process moves on to the next Step. If it is the last Step, the current Approval is passed and the status changes to Approval Complete. After you accept, the Approval form moves from Pending to Processed.
Decline	The current Step is not passed and the current Approval is declined. After you decline, the Approval form moves from Pending to Processed.
transfer	When the approver’s position changes but the process has not yet been adjusted, the approver can transfer manually. After you click transfer, Select a User from the Contacts within the Organization to receive the current Approval Step. After the transfer, the Approval form moves from Pending to Processed.
sign request	When an approver needs to be added temporarily, the approver can initiate a sign request manually. After you click sign request, choose pre-sign or post-sign. Pre-sign: Add the sign request before the current approver; the current Approval form moves from Pending to Processed. Post-sign: Add the sign request after the current approver; the current Approval form does not move, and after Approval is complete, it flows to the sign-request recipient automatically.
return	When a previous approver or the initiator needs to supplement information, the approver can return the form manually. After you click return, choose the Step to return to. Once the approver or initiator at the returned Step completes their Approval, the form must be re-approved level by level. After the return, the Approval form moves from Pending to Processed.
Comments	Add Comments on the Approval form. Comments are interleaved with the Approval Steps.
handler	Submit	The current Step action is complete and the process moves on to the next Step. If it is the last Step, the current Approval ends and the status changes to Approval Complete. After you submit, the Approval form moves from Pending to Processed.
Save	The current Step action is saved temporarily and remains at the current Step. After you save, the Approval form does not move.
CC	Read	Once the CC recipient views the Approval details, the status changes to Read.

Action interface examples

Desktop action interface

Mobile action interface

3. Setting an Approval delegate

While you are on leave, if someone temporarily needs to approve on your behalf, use Set Approval Delegate.

In the ”…” menu at the top right of OA Approval, click Set Delegate.

Set the delegate, delegation period, and the Approval forms to delegate. You can set different delegates for different Approval Types.

Once configured, scroll to the bottom and click Submit.

Submit button at the bottom of the delegate page

After a successful Submit, you are redirected to Delegate Records. If your leave plan changes on short notice, click Undo.

Quick start

Role guides

Admin guide

Advanced capabilities

1. Role descriptions

2. Core actions

1. Receiving pending forms

2. Actions

Action interface examples

3. Setting an Approval delegate

​1. Role descriptions

​2. Core actions

​1. Receiving pending forms

​2. Actions

​Action interface examples

​3. Setting an Approval delegate

1. Role descriptions

2. Core actions

1. Receiving pending forms

2. Actions

Action interface examples

3. Setting an Approval delegate