Overview

How do I set up approval tracking sequences in Legistar?

Versions

This article applies to the following versions: Legistar 5.2.125.x ("E" Release)

Resolution

Open Legistar Administration (from the Home module, click Tools and select Administration from the menu available).

First, you'll need to add each approver to the Approver table:

  1. Select People from the left navigation and click New.

  1. On the Main tab, add the following information for an approver:

  • Display Name
  • Email Preference (this specifies how the approver would like to receive email updates)
  • Department (for grouping approval sequences)
  • Verify that the Approver checkbox is selected
  • Select an Alternate Approver

  1. Click the Address tab and enter the approver's email address.

  2. Click Save.

  3. Repeat the above steps for each approver.

Filling out the People > Main tab

Finally, expand Approval Tracking from the left navigation:

  1. Click Approval Master.

  2. Click New and enter a name for the Approval Sequence.

  3. You can set up each approval sequence either by Sequence Owner or by File Type. Select the appropriate option from the menus available.

  4. Select an Approved File Status from the menu available. This is the resulting file status after the sequence is completed.

  5. Click Save.

  6. Click the Approval Members tab.

  7. Click New and select the Approver's name from the menu available.

  8. Enter the number of days the approver has to approve each file in the Due Days field. 

  9. Select the Email Template to use when sending the approver the file for approval.

  10. Select the Action Type to use for this member.

  11. Click Save.

  12. Repeat the above steps for each approver.