Contributor - Starting an Approval Request

Geeta Nagpal
Geeta Nagpal
  • Updated

Before your draft report can be added to an eSCRIBE agenda, it must be submitted to the meeting administrators, via the eSCRIBE Approval Workflow. 

To start the approval process for your report, locate draft reports from the Draft Tab under Document  Manager. Using the pop out  menu, select "Approval Request" to begin the approval process.

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Once you have decided to start an approval workflow you will be taken to the New Approval Request  page.

The selected workflow is then automatically displayed based on department and meeting type associated with the report. If more than one workflow is available, users will be able to choose from the drop down. Verify the values displayed, and click the Start Approval button.

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You have now successfully initiated a report approval workflow and alerted the required approvers of their approval tasks.

Upon initiating the approval workflow, the initiator will receive an email notification confirming that the workflow has started.

Each approver will have an email notification and approval task assigned sequentially, asking them to approve or decline the document. Depending on the configuration settings of the selected approval workflow, approvers may be able to edit the document directly, or simply make comments and approve or decline the document.

 

 

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