If you are an Admin and using Sub-Admins/Admins to approve items within their Approval Area(s), when you see events in your "Requires Administrative Approval" grid on the dashboard, make sure to click the clock icon to the right of the items on the event BEFORE you click "Approve". This is so that you can view if any of the pending items are tied to an approval area. If so, do NOT click "Approve" as these items still need to be approved first by the sub-admins and/or admins that have been given access to those approval area(s). Once all items tied to an approval area have been approved, then if there are any items left still pending, then you can click "Approve" on the event.
- In the example below, the "Signage" service requested on the event is assigned to the approval area of Building Svs. Mgmt. and is still waiting approval by the sub-admin who is over that approval area.
You can send an email to any Sub-Admins or Admins that have pending items.
You can also expand the event by clicking on the "+" to see which items have been approved or need approval.
Then, you can quickly view the items to see the Name of the item, the Item Type, Approval Area associated and Status!
NOTE: Using event conversations is great if anyone has questions as it is tied to the event.
Further learning:
Comments
0 comments
Article is closed for comments.