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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Administration Approvals

  • Updated:

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). All other Approvers will only be able to filter and see the approvals that they were assigned to and they will be unable to reopen closed approvals.

 

 

Instructions

  1. On the Approvals solution, set up the user
    New app user fields.
    • Administrator: Can view and edit all approvals
    • Group Manager: Can view and edit all approvals related to their selected groups
    • Approver: Can only view approvals they were assigned to and cannot edit any approvals
  2. Click Launch on the Summary tab
    Launch button in the top right corner of the Summary tab.
  3. Log in with the approver account
  4. Click the Administration gear icon in the top right corner
    Administration gear icon in the top right corner of the Approvals screen.
  5. Use the Filters menu to find approvals
    Filters options in the left-hand side menu.
  6. Click Show History on an approval to view information
    Show history button.
  7. View all actions that have occurred for this approval, including any private or public notes added at each step in the flow
    History log on the approval panel.
  8. Reopen, Deny, or Approve an approval if further information or action is needed
    Reopen or deny buttons on the approval.
    Note: Only Group Managers or Administrators can use this functionality.
  9. To Reopen an approval: 
    1. Fill out the Reopen Approval fields
      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
      Confirm button on the reopen approval pop-up.
  10. To Deny an approval:
    1. Fill out the Deny Approval fields
      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 who 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 who submitted the form
    2. Click Deny
      Deny button on the pop-up.

 

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