Overview 

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

Important Note

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

Instructions

1. Navigate to Meetings Module
   
   
   
2. Select the Agenda that the item is on
   
   
   
3. Select the Item that needs approval
   
   
   
4. If Approval is not yet initiated, select Start Approval 
   
   
   
5. If Approval has already been initiated, select Initiated 
   
   
   
6. To complete Approval Actions, select Take Action 
   
   
   
7. Choose to Approve, Deny, or Return to Creator
   
   
   • Note: Return to Approver will be available if there are previous approvers.
     
     
8. Choose to Notify Creator That Agenda Item Content Has Changed (Optional) and/or Add My Signature (Optional)
   
   
   
9. Enter an approval Message if desired
   
   
   
10. Select Save Approval to submit item approval
    
    
    
11. Your Approval will now appear in the Visual Item Timeline