Add an Approval

Users can be manually added to approvals on an item. This article will show you how to add an approval to an item.

Important Note

You must have the “Add Approvals” permission enabled in your Security Profile to use the Add Approval function.

Instructions

1. Sign in to your solution if you have not already

2. Navigate to the Meetings module:

   

3. Select the agenda that contains the item you wish to add an approval to:

   

4. Select the desired item:

   

5. Navigate to the View menu and select the Item Approvals option from the dropdown list:

   

   Note:

   The default view is Item Fields.

6. Click the Add Approval button:

   

7. Fill in the Add Approval fields:

   

   • Approval Template (required): Select an Approval Template from the dropdown list

     Note:

     Approval Template dropdown options are based on the the approval templates available in Meetings Settings.

   • Board/Committee: Choose a Board or Committee from the dropdown list, if desired

   • Individual: Select a user from the dropdown list, if desired

8. Click the Add Approval(s) button to add your new approval:

   

9. The Item Approvals page will now reflect new approvals in the Visual Item Timeline: