Overview 

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