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Items


 

Approval Actions

 

Overview

This process will show you how to Approve an item, as well as options to deny or send back the item to a previous approver.

 

Important Note

You must Initiate an Item before approvers can approve or deny the item.

 

Instructions

Note: If you are navigating to an item via an email notification, you can skip to step 5.

  1. Navigate to the Agendas tab
    upload_an_agenda_or_agenda_packet_agendas.jpg

  2. Select the Agenda the item is on
    add_a_section_select_an_agenda.jpg

  3. Select the Item that needs approval
    item.png

  4. Click on the Edit button
    edit_item.png

  5. Navigate through the different tabs to review the Itemapproval_actions_navigate_through_tabs.jpg
    • Note: If you have questions on navigating items, please see our articles here.

  6. After review, navigate to the Approvals tab
    approval_actions_approvals_tab.jpg

  7. Click Approval Actions
    approval_actions_approval_actions.jpg

  8. Choose to Approve, Deny, or Return to Creator
    approval_actions_choose_action.jpg
    • Note: Return to Approver will be available if there are previous approvers.

  9. Choose to Notify Creator that Agenda Item Content has Changed (Optional) and/or Add My Signature (Optional)
    approval_actions_approval_checkboxes.jpg

  10. Click Save
    approval_actions_save.jpg



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