Manager Flow: Reviewing and Approving Finance Changes

As a Finance Manager, you review changes submitted by editors and decide whether to approve them or request modifications. This guide covers the full review workflow.

Reviewing a Submitted Draft

Step 1: Find Drafts Awaiting Review

Go to Finance Products in the Dashboard sidebar
Look for products with the Pending Approval status badge in the Approval Status column
Click to open the draft

When you open a pending draft, you'll see a warning callout:

This draft is awaiting your review. Review the proposed changes and approve or request changes.

Step 2: Open the Review Dialog

Click Review Submission in the callout banner
A full-screen dialog opens titled "Review Finance Product"

The review dialog shows:

Submission Details — who submitted it, the date, the requested go-live date (if set), and any comment from the editor
Preview Calculator — button to preview how the product will render in the finance calculator
Proposed Changes — a diff table showing exactly what changed ("Published" vs "Proposed")
Revision History — accessible from the footer, shows the full timeline of actions on this draft

Step 3: Take Action

At the bottom of the review dialog, you have two options:

Approve

Click Approve (green button)
You move to a confirmation step:
- Go-live date & time (required) — pre-filled from the editor's requested date. You can adjust this.
- Comment (optional) — add a note about the approval
Click Confirm Approval — goes live [date]

Request Changes

Click Request Changes (orange button)
You move to a feedback step:
- Reason for requesting changes (required) — explain what needs to be modified
Click Confirm Request Changes

The draft returns to the editor in Changes Requested status with your feedback visible.

What Happens After Approval

The draft's changes are scheduled to go live on the go-live date you confirmed
The draft record is retained for audit history
The Revision History records the approval with timestamp and any notes

What Happens After Requesting Changes

The editor sees a warning callout on their draft with your feedback
They can view your notes via View Changes & History
They can modify the draft and resubmit for approval
When resubmitted, it returns to Pending Approval and you can review the updated changes

Status Reference

Status	What It Means for Managers
In Progress	Editor is still working — no action needed
Pending Approval	Waiting for your review — take action
Changes Requested	You asked for modifications — waiting for editor to resubmit
Approved	You approved this — changes are live or scheduled
Recalled	Editor recalled their submission — back to draft status
Cancelled	Draft was cancelled — no further action needed

Tips

Review the diff table carefully — it shows exactly what changed without needing to compare products manually
Use the Calculator Preview to verify the product renders correctly with realistic vehicle prices
Use the Revision History to see the full lifecycle of changes, submissions, and decisions
The go-live date is required on approval — this prevents accidentally publishing changes immediately
Use the feedback field when requesting changes to give the editor clear, actionable guidance
If a go-live date is set, changes won't take effect until that date even after approval
You can approve your own drafts if you also proposed changes (you have both editor and manager capabilities)
Multiple drafts can be pending at the same time for different products

Previous: Editor Flow: Proposing Changes to Finance Products