Starting an Approval Request:

Approval requests are used to move a Draft Document into an approval queue. An approval request is made up of approvers, assistants and delegates.

To start the approval process for your Document (Report), select Approval Request from the options menu.

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

To view/ make any edits before the approval begins, click “View Document”.

Upload Supporting Documents if available. Supported document types are the following:

• Word
• PowerPoint
• Excel
• Images
• PDF

Select from the Approval Group drop down which group of users will be tasked with completing the approval request. NOTE: There may be multiple approval groups for your department/meeting type combination. If there are more than one approval group, they will be displayed in a dropdown menu, as shown below.

1. When ready, click “Start Approval”.
2. You have now successfully initiated a report approval request and alerted the required participants of their approval tasks.
3. Upon initiating the approval workflow, the initiator will receive an email notification indicating that the workflow has started.
4. Each approver will have an email notification and approval task assigned sequentially and will receive an email 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 reject the document.
5. To cancel/terminate the request, select “Approval Request” from the menu and click “Cancel Request”.  The document status changes to Cancelled.
6. To initiate a new request, click Approval Request from the menu > New Approval Request

Once all parties have completed their tasks, the approved report will appear on the Approved Tab for both the Contributor and the Administrator.