Approvals Overview

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There are three levels to which approvals can be applied:

  1. Item Categories: Item Categories can be configured to include an Approval Template and are the most robust way to handle approvals

  2. Departments: Departments can be configured to include an Approval Template

  3. Meeting Types: Meeting Types can have default Approval Templates

The system checks these places in that order and applies the first one it encounters. If your item approvals are not pulling in properly, it may be due to the approval hierarchy. For instructions on how to update the default approval templates for item categories, departments, and meeting types, view the relevant article(s) below:

For instructions and additional information on setting up approval templates, view our Create & Manage Approval Templates article.