Reorder Approvals

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This article will show you how to reorder the approval process for an item.

Instructions

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

  2. Navigate to the Meetings module:
    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:
    An example agenda tile in the Meetings module.

  4. Select the desired item:
    An example item in Agenda view.

  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.

  6. Click the Edit Order button:
    The white, rectangular Edit Order button to the right of the Item Approvals header.

  7. Click the grid icons next to the approvers' names to drag and drop them into the desired order:
    An example approver name being dragged and dropped into place on the Edit Order modal.

  8. Click the Save Changes button:
    A green, rectangular Save Changes button in the bottom-right corner of the Edit Order modal.

  9. A Success! notification will appear to confirm the successful reorder:
    A green, rectangular Success! message at the top of the Item Approvals page.