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Reorder Approvals

Alyssa Cook
  • Updated

 

Overview 

This article will show you how to reorder the approval process for an item.     

 

Instructions

  1. Navigate to the Meetings module
    left-hand menu, meetings module
  2. Open the Agenda
    select an agenda
  3. Select the item 
    select an item
  4. Select View and choose Item Approvals from the drop-down list
    view menu, item approvals
  5. Or, in View: Item Fields, select Start Approvals
    start approvals button
    • Note: If Approval has already started, Start Approvals will appear as Initiated.
      initiated button
  6. Select Edit Order 
    edit order button
  7. Click and hold the grid icon next to approvers' names to drag and drop names into the desired order 
    drag and drop the order of approvals
  8. Select Save Changes
    approval reorder, save changes button
  9. A green Success notification will appear to confirm the successful reorder
    successful approval reorder notification

Comments

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

1 comment

Date Votes
  • Nichole Plowman

    What permissions are required to edit the Approval order?  Can the order be edited after the Approval has been initiated? 

    0

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