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Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

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

 

Instructions

  1. Navigate to the Meetings module
    left-hand menu, meetings module
  2. Select the Agenda that the item is on
    select an agenda
  3. Select the Item that needs approval
    select an item
  4. Select the View menu and choose Item Approvals from the drop-down list
    view menu, item approvals
    Note: The default view is Item Fields.
  5. If approval is not yet initiated, select Start Approvals
    start approvals button
  6. If approval has already been initiated, select Initiated
    Initiated button
  7. To complete approvals, select Take Action
    take action button
  8. Fill out approval fields
    approval options
    • 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 if you wish to send a notification
    • Message: Enter an approval message if desired
  9. Select Save Approval to submit item approval
    save approval button
  10. Your Approval will now appear in the Visual Item Timeline
    item timeline, approval history

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