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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 solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Select the desired agenda
    An example Meetings module agenda tile.
  4. Select the desired item
    An example agenda item.
  5. Navigate to the View menu and select the Item Approvals option from the dropdown list
    The View menu with the Item Approvals option highlighted.
    • Or, on the Agenda Actions toolbar, click the Start Approvals button
      The green, rectangular Start Approvals button to the right of the View menu dropdown.
      Note: If the Approvals process has already started, Start Approvals will appear as Initiated
      The green, rectangular Initiated button to the right of the View menu dropdown.
  6. Click the Edit Order button
    The white, rectangular Edit Order button to the right of the Item Approvals header.
  7. Use the grid icon next to the approvers' names to drag and drop approvers into the desired order
    An example approver being dragged and dropped into a new location on the Edit Order modal.
  8. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Order modal.
  9. A Success! notification will appear to confirm the successful reorder
    A Success! message at the top of the Item Approvals page.

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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