Use the Approval Members screen to add approval members to an approval sequence, and set the default order for an approval sequence.
From the left menu, click Approval Tracking, then click Approval Master.
Select the sequence to which you want add approval members, then click the Approval Members tab.
Click New. The following fields are displayed:
Complete the following fields (fields marked with asterisks are required):
Item
Description
*Approver
Select the name of the individual you want to include in the approval sequence.
*Due Days
Enter the number of days the individual will have to review the item they are requested to approve.
*Email Template
Select the email template that Legistar should use to notify the approver either to take and action, or an FYI email that the file is in an approval process.
*Action Type
Select the setting that determines whether or not the individual is required to take action on the file in the approval sequence. FYI individuals will not be required to approve or disapprove the file.
Click Save. The following figure illustrates an approval sequence:
The # column determines the order in which the individuals must approve. If you want to add someone to a position in the list that is occupied, add a new person using the steps detailed above to add the person to the bottom of the list. Then use the up arrow on the right side of the list pane to move this person up to the correct position. You can also highlight any person in the list and use the arrows to rearrange that person's position in the sequence.
Note:
If an asterisk (*) appears for an individual, this indicates the individual is either (a) an FYI notification, or (b) someone who is immediately notified of the file’s existence, and can approve of the file at any time during the process.
