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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.

Approval Actions

  • Updated:

This article will show you how to approve an item, as well as how to deny or send the item back to a previous approver.

 

Important Note

You must Start Approvals before approvers can approve or deny the item.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda the desired item is currently on
    An example agenda tile.
  4. Select the desired item
    An example Individual Reports agenda item under the Roll Call section.
  5. Navigate to the View menu and select the Item Approvals option from the dropdown list
    The View dropdown menu with the Item Approvals option highlighted.
    Note: The default view is Item Fields.
  6. If approval is not yet initiated, click the Start Approvals button
    The green, rectangular Start Approvals button to the right of the View menu on the Item Approvals page.
  7. If approval has already been initiated, click the Initiated button
    The green, rectangular Initiated button to the right of the View menu on the Item Approvals page.
  8. To complete an approval, click the Take Action button
    The orange, rectangular Take Action button to the right of an example approver name.
  9. Fill in the Approve Agenda Item fields
    The Approve Agenda Item modal and information fields.
    • What do you want to do?: Choose to Approve, Deny, or Return to Creator
      Note: A Return to Approver option will be available if there are previous approvers.
    • Notify Creator That Agenda Item Content Has Changed: Check this checkbox if you wish to send a notification to the item creator
    • Message: Enter an approval message, if desired
  10. Click the Save Approval button to submit the item approval
    The green, rectangular Save Approval button in the lower-right corner of the Approve Agenda Item modal.
  11. Your approval will now appear in the Visual Item Timeline
    An example approval within the Item Approvals section of the Item Timeline.

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