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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.

Add an Approval

  • Updated:

This article will show you how to add an approval to an item.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda that contains the item you wish to add an approval to
    An example agenda tile.
  4. Select the desired item
    An example agenda item.
  5. Navigate to the View menu and select the Item Approvals option from the dropdown list
    The View dropdown menu with the Item Approvals option highlighted.

    Note: The default view is Item Fields.
  6. Click the Add Approval button
    The white, rectangular Add Approval button to the right of the View menu.
  7. Fill in the Add Approval fields
    The Add Approval modal's information fields.
    • Approval Template (required): Select an Approval Template from the dropdown list
    • Board/Committee: Choose a Board or Committee from the dropdown list, if desired
    • Individual: Select a User from the dropdown list, if desired
  8. Click the Add Approval(s) button to add your new approval(s)
    The green, rectangular Add Approval(s) button in the lower-right corner of the Add Approval modal.
  9. Click the Save Item button
    The green, rectangular Save iItem button the right of the View menu.
  10. The Item Approvals page will now reflect new approval(s) in the Visual Item Timeline
    New example approvals in item timeline.

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Stephen Naylor

    I did all this but the user I added is unable to actually approve the item.   I granted him approval rights and he has access to all Agenda Items.   Is there anything else that needs to be done?

    0
  • Lindsey Harmon

    Hi Stephen Naylor, thank you for your question. We recommend contacting our Support team for further assistance. They can help troubleshoot what may be interfering with the user's ability to approve the item.

    0

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