Approval templates allow you to automate your approval workflow and enable users to easily make modifications to items or supporting documents. This article will show you how to create, edit, and delete approval templates.
Create an Approval Template
- Sign in to the system if you have not already
- Navigate to the User Menu, then select the Settings option
- Click the Meetings tile
- Click the Approval Templates tile
- Click the New Approval Template button
- Fill in the Add Approval Template fields
- Approval Template Name (required): Enter a name for the Template
- Approval Template Notes: Add any internal notes that may be helpful
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Approvers: Click the Select Approver(s) drop-down and select individual approvers in the order you would like them to approve the item
Notes:- If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
- After approvers have been added, you can drag and drop user names to reorder the approver list.
- To remove an approver, click the red X icon to the right of the approver name.
- If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
- Click the Add New Template button
- The approval template has been created
Edit an Approval Template
- Sign in to the system if you have not already
- Navigate to the User Menu, then select the Settings option
- Click the Meetings tile
- Click the Approval Templates tile
- Click the Edit button (purple pencil icon) to the right of the approval template you wish to edit
- Update the Edit Approval Template fields as desired
- Approval Template Name (required): Enter a name for the Template
- Approval Template Notes: Add any internal notes that may be helpful
-
Approvers: Click the Select Approver(s) drop-down and select individual approvers in the order you would like them to approve the item
Notes:- If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
- After approvers have been added, you can drag and drop user names to reorder the approver list.
- To remove an approver, click the red X icon to the right of the approver name.
- If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
- Click the Save Changes button
- The approval template has been edited
Delete an Approval Template
- Sign in to the system if you have not already
- Navigate to the User Menu, then select the Settings option
- Click the Meetings tile
- Click the Approval Templates tile
- Click the Delete button (red trash can icon) to the right of the approval template you wish to delete
- Click the Delete Approval Template button on the Delete Approval Template pop-up that appears
- The approval template has been deleted
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