Dual Approval Workflow Step-by-Step

This guide walks through the complete two-person approval process from detection to payment release.

Step 1: Incident Created

When a bank change is detected:

• Incident created with "Paused" status

• All team members notified via configured channels

Step 2: First Approval (Verification)

1. First team member opens the incident

2. Verifies the bank change is legitimate

3. Enters verification details (name, method, notes)

4. Clicks "Record Verification"

Result: Status changes to "Pending 2nd Approval"

Step 3: Notification to Other Team Members

• Notification sent that second approval is needed

• First approver CANNOT be the second approver

Step 4: Second Approval

1. A different team member opens the incident

2. Reviews the verification details

3. Either approves or rejects

Result: If approved, status changes to "Approved"

Step 5: Unlock Payment

1. Any team member can now unlock

2. Enter unlock details

3. Payment can proceed

Self-Approval Prevention

The system prevents the same person from being both first and second approver. If you try to approve your own verification, you'll see "Waiting for a second pair of eyes" message.