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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: November 28, 2022 15:44

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 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

Comments

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

2 comments

Stephen Naylor

June 06, 2023 23:00
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?
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Lindsey Harmon

June 07, 2023 15:12
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.
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