Users can be manually added to the approval workflow for an item. This article will show you how to add an approval to an item.
Important Notes
You must have the “Add Approvals” permission enabled in your Security Profile to use the Add Approval function.
If the Approval Template you are looking for does not appear in the Approval Template dropdown, verify that it has been created and assigned to the desired Meeting Type.
Instructions
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda that contains the item you wish to add an approval to:
Select the desired item:
Navigate to the View menu and select the Item Approvals option from the dropdown list:
Note:
The default view is Item Fields.
Click the Add Approval button:
Fill in the Add Approval fields:
Approval Template (required): Select an Approval Template from the dropdown list
Note:
The Approval Template dropdown only displays Approval Templates assigned to the associated Meeting Type. If a template is missing, assign it to the appropriate Meeting Type to make it available.
Board/Committee: Choose a Board or Committee from the dropdown list, if desired
Individual: Select a user from the dropdown list, if desired
Click the Add Approval(s) button to add your new approval:
The Item Approvals page will now reflect new approvals in the Visual Item Timeline:
