Complete the following steps from the Files module. You can also open a file from the Recent Files pane in the upper right-hand quadrant of the Home module.
Open a legislative file and verify you are in Edit Record Mode.
Select the Approval Tracking tab.
Click the Add Sequence drop-down menu and select an available sequence.
Adding a Sequence
Click Start. After you start the Approval Tracking process, the file can be edited only by the assigned approver and the approval requester until the process is complete.
Starting the Sequence
Confirm that the names in the sequence display in the window after you begin the sequence.
Confirm that the file status changes to Approval Review. Legistar will send an email to the first approver in the sequence.
