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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Approvals Overview

  • Updated:

There are three levels to which approvals can be applied:

  1. Item Categories: Item Categories can be configured to include an Approval Template and are the most robust way to handle approvals
  2. Departments: Departments can be configured to include an Approval Template
  3. Meeting Types: Meeting Types can have default Approval Templates


The system checks these places in that order and applies the first one it encounters. If your item approvals are not pulling in properly, it may be due to the approval hierarchy. For instructions on how to update the default approval templates for item categories, departments, and meeting types, view the relevant article(s) below:

 

For instructions and additional information on setting up approval templates, view our Create & Manage Approval Templates article.

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