This process will show you how to start the Approval Process. The Approval Process begins when a user determines that their item is ready to pass on. You can also take approval actions, use the Messaging feature to add messages within comments, and use the Tasks feature to assign tasks to users.
Instructions
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda containing the approval item:
Select the item requiring approval:
Navigate to the View menu and select the Item Approvals option from the dropdown list:
Note:
The default view is Item Fields.
Click the Start Approvals button:
Note:
You can also start the approvals process by clicking the Start Approvals button on the Item Fields page:
The item will now pass through the first line of approvers
Click the Initiated button to view who the approvers are, as well as to see the approval progress:
Note:
Both users and approvers can still modify the item while it is in the approval process.
The Item Approvals section will include the list of approvers and the current approval progress:
