If the document being approved needs to be placed on an agenda for a meeting to be discussed/reviewed by multiple users, you can add a meeting as an approval step. An administrator will add the item to a meeting where it can be discussed, and either approved or rejected (by the meeting administrator).
To add a meeting as an approval step, click on the Add Approval Step button in the Workflow screen.
In the Workflow Approver screen select Meeting from the Approver Type drop down field. Select the Meeting Type and click Save.
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Field |
Explanation |
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Approver Type |
This drop-down field has two values User and Meeting. To add a meeting as an approval step, select Meeting and choose the Meeting Type. |
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Meeting Type |
Select the type of meeting that this document will be sent to for approval. Ex: if a report needs to be sent to Committee A before going to Council then, select Committee A from the drop down. |
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Can Edit |
If this option is selected, the administrator of the meeting will be able to edit the document directly during the meeting. |
Related Articles:
- Administrator - Approving a Report on Behalf of a Meeting
- Administrator - Creating Workflow Approval Groups
- Administrator – Configuring Workflow Field Explanation
- Administrator - Workflow Associations
- Administrator – Adding Users as Approval Steps in Workflows
- Administrator – Editing/Deleting a Workflow Step
- Administrator – Adding a Late Exception Workflow
- Administrator - Terminating a Running Workflow
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