Administrator - Approval Settings

Geeta Nagpal
Geeta Nagpal

 

Administrators can further configure how to handle Documents that are in progress, once approved and managing late items. To configure options, navigate to Documents> Document Settings> Approval Settings > Edit Approval Settings.

editapprovalsettings.jpg

 

Field
Explanation
Approval Settings
Set Pending Approval Documents as Read-Only

Enabling this option allows pending documents to be marked as read only.

Set Approved Documents as Read-Only Enabling this option allows approved reports to be set as Read only. 
Include Signature Page

This option serves as a default value for whether signature pages should be affixed to the document after it is added to an agenda by Creating an Agenda Item or Attaching a Report to an Agenda Item.

Late Items
Allow This option allows the report writers to submit the report without receiving any notification that the item is late and it does not pass through a separate workflow.
Do Not Allow This option informs the user that the meeting submission deadline has passed and they must change the meeting date.
Require Exception Approval Forces the user to run a “Late Exception Workflow” in order to approve the document for late submission (a workflow that interjects in the regular workflow to get “exception approval”, after which the regular workflow resumes).
Mid-Approval Late Items
Allow This option allows the report writers to submit the report without receiving any notification that the item is late and it does not pass through a separate workflow.
Cancel Approval Request This option informs the user that the meeting submission deadline has passed and they must change the meeting date.
Require Exception Approval 

Inform the Meeting Administrator that a Mid-Workflow must be started.

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