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Add an Approval

  • Updated:

 

Overview

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

   

Instructions

  1. Navigate to the Meetings module
    left-hand menu, meetings module
  2. Select the Agenda that contains the item
    select the agenda
  3. Select the Item 
    select the item
  4. Select the View menu and choose Item Approvals from the drop-down list
    view menu, item approvals
    • Note: The Default view is Item Fields.
  5. Select Add Approval
    add approval button
  6. Fill out the approval fields
    add approval fields
    • Approval Template: Select an Approval Template from the drop-down list
    • Board/Committee: Choose a Board or Committee from the drop-down list
    • Individual: Select a User from the drop-down list
  7. Select Add Approval(s) to add your new approval(s)
    add approvals button
  8. Select Save Item 
    save item
  9. The Item Approvals page will now reflect new approval(s) in the Visual Item Timeline
    new 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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