Overview

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

Instructions

Navigate to the Meetings Module
Select the Agenda that contains the item
Select the Item
Select the View and choose Item Approvals from the drop-down list
- Note: Default view is Item Fields
Select Add Approval
Select an Approval Template from the drop-down list
Select a Board/Committee from the drop-down list
Select an Individual from the drop-down list
Select Add Approval(s) to add your new approval
Select Save Item

Item Approvals Page will now reflect new approval(s) in the Visual Item Timeline