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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.

Reorder Approvals

  • Updated:

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

 

Instructions

 

  1. Sign in to your meetings solution
  2. From the Main Menu, click the Meetings Module button:
    Meetings Select Main Menu Meetings Button.
  3. Click on the Agenda whose item approvers you wish to reorder:
    Meetings Select Meetings Module Select an Agenda.
  4. Click to select the Item:
    Meetings Select Agenda Item Approvals Click to Select Item.
  5. Click View: Item Fields to expand the View Menu and choose Item Approvals from the dropdown list:
    Meetings Select Agenda Item Approvals View Menu View Item Approvals Option.
    • Or, on the Agenda Actions toolbar, click the Start Approvals button:
      Meetings Select Agenda Item Approvals Start Approvals Button.
      Note: If the Approvals process has already started, Start Approvals will appear as Initiated:
      Meetings Select Agenda Item Approvals Initiated Button.
  6. Click the Edit Order button:
    Meetings Select Agenda Item Approvals Edit Order Button.
  7. Use the grid icon next to the approvers' names to drag and drop approvers into the desired order
    Meetings Select Agenda Item Approvers Drag and Drop to Edit Order of Approval.
  8. Click the Save Changes button:
    Meetings Select Agenda Item Approvals Save Changes Button.
  9. A Success notification will appear to confirm the successful reorder:
    Meetings Select Item Approvals Reordered Approvals Success Message.

Comments

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

2 comments

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
  • Lindsey Harmon
    • Edited

    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.

    0

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