Overview
This article will show you how to reorder the approval process for an item.
Instructions
- Navigate to the Meetings module
- Open the Agenda
- Select the item
- Select View and choose Item Approvals from the drop-down list
- Or, in View: Item Fields, select Start Approvals
- Note: If Approval has already started, Start Approvals will appear as Initiated.
- Note: If Approval has already started, Start Approvals will appear as Initiated.
- Select Edit Order
- Click and hold the grid icon next to approvers' names to drag and drop names into the desired order
- Select Save Changes
- A green Success notification will appear to confirm the successful reorder
Comments
Let us know what was helpful or not helpful about the article.2 comments
What permissions are required to edit the Approval order? Can the order be edited after the Approval has been initiated?
Hi Nichole, thank you for the great questions!
The ability to edit the order of Approvals is determined by a user's Meetings Security Profile. Meetings Security Profiles determine the actions that users have permission to take within the Meetings Module. These are typically configured during Implementation, but they can be edited by Administrators as desired at any time. After receiving your questions, I created an article called Edit Meetings Security Profiles that should help if you would like to view or edit Meetings permissions for your organization. Administrators can view and change a specific user's Meetings Security Profile using the steps in the Edit User Access article. I have added Step 7, which demonstrates selecting one of the existing Security Profiles.
Yes, you can edit the approval order after Approval has been initiated. In this case, you are only able to re-order approvers who have not yet approved the item.
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