The Approval Tracking tab on InSite enables users who are signed in to approve, disapprove, delegate, or extend the due date of a file.

Complete the following steps:

  1. Click Sign In in the top right corner. 

  2. Click the Approval Tracking tab.  If you don’t see that tab, click the My Accounts link in the top right corner to pull it up. You may also need to ask your Legistar system administrator to enable the tab.

  3. Click the File ID of the item you would like to approve.

  4. Review the information on the screen.

    1. Make changes to the text if needed.

    2. Click View to review attachments.

    3. Click Edit to modify attachment names.

    4. If you make any changes to an existing attachment or need to upload a new attachment do so using the New Attachment button.

  5. Change the text and upload new attachments if needed.

  6. Enter any Notes if needed.

  7. Select your approval action:

Approval ActionDescription

Approve

Sends the file to the next person in the approval process.

Disapprove

Sends emails to the drafter and anyone who already approved the item, informing them that you did not approve the file. Be sure to add a note explaining why you did not approve the file.

Delegate

Sends the item to another eligible approver. You’ll need to fill in the Delegate field to the right of the Action field.

Extend Due Date

Gives you more time to consider the file by extending the due date.

  1. Click Submit.