What Happens After You Create and Submit an Event for Approval
- Depending on your organization's account settings for conflicts, users and sub-admins may not be able to submit an event for approval until they resolve conflicts on the event such as canceling occurrences that conflict with Closures, adjusting resource quantities to avoid Resource Shortages, only choosing certain spaces when resources and/or services are restricted to certain spaces...
- Availability: Adding Closures
- Creating an Event with Inventoried Resources: Resource Shortages
- Space Restrictions - Restricting Resources or Services to Certain Spaces
All events when they are submitted for approval will go through the regular approval layer and appears in all admins' "Requires Administrative Approval" grid. If the account also has approval areas with sub-admins assigned, then the event will also appear in the sub-admins' "Required Sub-admin Approval" grid if the event has items (spaces, resources, services) that are under that sub-admin's approval.
- Pre-approval and final approval are extra layers that can be turned on for all events for all locations in the account as a whole for 1 admin or sub-admin who needs to pre-approve the whole event and final approval the event as a whole as a double-check before and after the regular approval layer.
Approval Process with Sub-Admins (Approval Areas)
- If you have also created Approval Areas with certain spaces and/or resources and/or services and then given different sub-admins access to those approval areas, then those sub-admins will see the event in their "Requires Sub-admin Approval" grid at the same time the event appears in the admin's “Requires Administrative Approval” grid.
- However, sub-admins will NOT see events on their dashboard when the events have no spaces, resources or services that are in their approval area or is assigned to a location that sub-admin does not have access to under their user permisisons.
- When you have admins AND sub-admins approving, the sub-Admins should approve their items first, then Admins can approve any items that do not have an approval area assigned.
- Admins can check to see if sub-admins have already approved their items on the event first by clicking on the clock icon to the right of the Items on the event when it's in their "Requires Administrative Approval" grid.
Approval Process Without Sub-Admins
If you are NOT using Sub-Admins, and the item(s) on the event requires approval, an Admin will need to approve by clicking on "Approve" when the event is in their "Requires Administrative Approval" grid.
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Once all items are approved, the event will move to an approved status and
show on the Admin and Sub-Admin “Upcoming Event - Next 30 Days”.
The event will also show on the event owner’s “My Approved Events” grid.