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 left-hand toolbar under Report Manager. Hover over the title of your report to display the dropdown menu for the appropriate document and select the Workflow option.

Once you have decided to start an approval workflow you will be taken to the Start Approval Process 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 Workflow button.

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.

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 reject 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.

Related Articles:

1. Contributor - Adding an Ad-Hoc Approver Before Starting a Workflow
2. Contributor – Workflow Field Explanations
3. Contributor – Starting a Late Exception Workflow
4. Administrator – Starting a Mid Exception Workflow for Late Items
5. Contributor – Terminating a Workflow
6. Workflow E-Mail Notifications