Use the Approval Tracking section to do the following:
Set up approval sequences and add approval members to a sequence
Set up email templates and add variables to email templates
Section
Prerequisites
People
Each approver must be registered as a person. Make sure you have added the following data for each approver in the People section:
Name (Main tab)
Email preference for emailing notifications (Main tab)
Approver checkbox must be selected (Main tab)
Alternate Approver, which is the backup approver--each approver must have a backup approver (Main tab)
Department for grouping of sequences, which allows departments to only see their own approvals (Main tab)
Email Address for emailing notifications (Address tab)
