Administration Approvals

Users who are set as Administrators on the Approvals solution will be able to access all current and past approvals, including ones that were conditionally skipped. They can also reopen approvals if further action is needed. Users set as Group Managers will be able to do the same but only for approvals assigned to their group(s). 

Instructions

1. On the Approvals solution, set up the user as an Administrator or Group Manager
   
   
   • Group Manager: Can view and edit all approvals related to their selected groups
   • Administrator: Can view and edit all approvals
2. Click Launch on the Summary tab
   
   
3. Log in with the administrator/group owner account
   
4. Click the Administration gear icon in the top right corner
   
   
5. Use the Filters menu to find approvals
   
   
6. Click Show History on an approval to view information
   
   
7. View all actions that have occurred for this approval, including any private or public notes added at each step in the flow
   
   
8. Reopen, Deny, or Approve an approval if further information or action is needed
   
   
9. To Reopen an approval: 
   
   1. Fill out Reopen Approval fields
      
      
      • Private Notes: Add internal notes that will not be sent to the submitter of the form
      • Email Address: Enter the email address of the user who will be sent an email with the notification notes
      • Notification Notes: Add notes that will be sent to the user that submitted the form
   2. Click Confirm to send an email with the notes to the specified user
      
      
10. To Deny an approval:
    
    1. Fill out the Deny Approval fields
       
       
       • Private Notes: Add internal notes that will not be sent to the submitter of the form
       • Notification: Choose whether or not to notify the user that submitted the form and/or additional parties
       • Email Addresses: Enter the email addresses of the users who will be sent an email with the notification notes
       • Notification Notes: Add notes that will be sent to the user that submitted the form
    2. Click Deny
       
       

Related Articles

• Configure Approvals Solution
  
• Add an Approval Flow to a Form