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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.

Start Approvals

  • Updated:

This process will show you how to start the Approval Process. The Approval Process begins when a user determines that their item is ready to pass on. You can also take approval actions, use the Messaging feature to add messages within comments, and use the Tasks feature to assign tasks to users.

 

 

Instructions

  1. Sign in to the system 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 containing the approval item
    An example agenda tile in the Meetings module.
  4. Select the item requiring approval
    An example agenda item.
  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. Click the Start Approvals button
    The green, rectangular Start Approvals button to the right of the View menu on the Item Approvals page.
    Note: You can also start the approvals process by clicking the Start Approvals button on the Item Fields page.
    The green, rectangular Start Approvals button to the right of the View menu on the Item Fields page.
  7. The item will now pass through the first line of approvers
  8. Click the Initiated button to view who the approvers are, as well as to see the approval progress
    The green, rectangular Initiated button to the right of the View menu on the Item Approvals page.
    Note: Both users and approvers can still modify the item while it is in the approval process.
  9. The Item Approvals section will include the list of approvers and the current approval progress
    The Item Approvers section with example approver names and statuses.

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