For organizations that have deployed Microsoft Exchange Server 2007 or later, and use Microsoft Office Outlook 2007 or later as their standard e-mail client, Active Roles provides an approvals management facility integrated in Outlook. This enables Microsoft Office end-users to manage approvals in Active Roles through the e-mail application they use on a day-to-day basis.
The Add-in for Outlook component that is included with Active Roles offers the basic functionality for processing and submitting approvals. Active Roles Add-in for Outlook allows Microsoft Outlook users to approve or reject requests that are sent to them for approval. Requests are delivered through notification e-mail messages, and can be approved or rejected directly from the notification e-mail message, without having to use Active Roles’ Web Interface pages. In every e-mail message from Active Roles that notifies of an approval request, Active Roles Add-in for Outlook adds the Approve and Reject buttons along with Approve and Reject menu commands allowing the approver to respond by selecting the appropriate button or command.
Integration with Microsoft Office Outlook has the following software and configuration prerequisites:
For organizations that have deployed Microsoft Exchange Server 2007 or later, but use an e-mail client application other than Outlook 2007 or later, Active Roles offers the ability to approve or reject change requests by simply replying to notification messages that inform approvers of approval tasks. In this case, the notification message contains selectable options that, when clicked or tapped, cause the e-mail application to create a new message in reply to the notification message. The reply message contains indication of the approval decision (approve or reject) and prompts the approver to supply a comment on the approval decision (approval or rejection reason). Then, the approver sends the reply message, thereby completing the approval task.
The ability to manage approvals from non-Outlook e-mail clients calls for the same software and configuration prerequisites as Outlook integration (see Integration with Microsoft Outlook), with the following exceptions and additions: