Approval templates allow you to automate your approval workflow and enable users to easily make modifications to items or supporting documents. This article will show you how to create, edit, and delete approval templates.
Important Note
Approvals can be based on 3 factors, in this order of priority:
First the Item Category,
then the Department,
and lastly, the Meeting Type
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:
Create an Approval Template
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Click the Approval Templates tile
Click the New Approval Template button
Fill in the Add Approval Template fields
Approval Template Name (required): Enter a name for the Template
Approval Template Notes: Add any internal notes that may be helpful
Approvers: Click the Select Approver(s) drop-down and select individual approvers in the order you would like them to approve the item
Notes:
If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
After approvers have been added, you can drag and drop user names to reorder the approver list.
To remove an approver, click the red X icon to the right of the approver name.
Click the Add New Template button
The approval template has been created
Edit an Approval Template
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Click the Approval Templates tile
Click the Edit button (purple pencil icon) to the right of the approval template you wish to edit
Update the Edit Approval Template fields as desired
Approval Template Name (required): Enter a name for the Template
Approval Template Notes: Add any internal notes that may be helpful
Approvers: Click the Select Approver(s) drop-down and select individual approvers in the order you would like them to approve the item
Notes:
If "Department Approvers" is selected as an approver, the system will add anyone assigned as a Department Approver within the system's Global Settings to the approval workflow.
After approvers have been added, you can drag and drop user names to reorder the approver list.
To remove an approver, click the red X icon to the right of the approver name.
Click the Save Changes button
The approval template has been edited
Delete an Approval Template
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Click the Approval Templates tile
Click the Delete button (red trash can icon) to the right of the approval template you wish to delete
Click the Delete Approval Template button on the Delete Approval Template pop-up that appears
The approval template has been deleted