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Adding An Approver

Adding An Approver

This section will outlines how to add one or multiple Approvers, or re-assign the approval role, or remove one or more Approvers from a form.



Adding Approvers

 

Create a new Form or edit an existing Form.

  1. Select the Add approval requirement button.

  2. Choose a staff member from the search/drop down box.

    Select further Approvers if desired by repeating the same process.

 

Up to two Approvers can be assigned to a Form.

When two Approvers are assigned to a Form both Approvers need to complete the approval (both must approve) for the Approval to be complete.

 



Reassigning Approval Authority

Navigate to the Form.

A decision of Approved or Declined can be made, or the Form can again be Reassigned to another Community Member for decisioning.

 

 

 

 

 

 

 

 

Approval or Reassignment notes can be shared, or not shared with respondents.

 



 

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