Reorder Approvals

  • Updated on Jul 19, 2025
  • Published on May 8, 2025
  • 1 minute(s) read
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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 button in the left-hand navigation menu.

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

  4. Select the desired item:
    An example agenda item.

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

    • Or, on the Agenda Actions toolbar, click the Start Approvals button:
      The green, rectangular Start Approvals button to the right of the View menu dropdown.

      Note:

      If the Approvals process has already started, Start Approvals will appear as Initiated:

      The green, rectangular Initiated button to the right of the View menu dropdown.

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

  7. Use the grid icon next to the approvers' names to drag and drop approvers into the desired order:
    An example approver being dragged and dropped into a new location on the Edit Order modal.

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

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

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