This article will show you how to add an Approval to an item.
- Navigate to the Meetings module
- Select the Agenda that contains the item
- Select the Item
- Select the View menu and choose Item Approvals from the drop-down list
- Note: The Default view is Item Fields.
- Select Add Approval
- Fill out the 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
- Select Add Approval(s) to add your new approval(s)
- Select Save Item
- The Item Approvals page will now reflect new approval(s) in the Visual Item Timeline