Items in meetings can be submitted for approval to a pre-defined chain of approvers. When the item is submitted, the approvers receive email messages notifying them that the item is ready for them to view and take action.
Approval chains are composed of three groups of approvers:
- Required, In-Sequence
- Required, Not In-Sequence
- Optional
Approvers in approval chains are chosen from the users for your organization. Any user can be an approval chain member.Required, In-Sequence
Approvers are listed in this group in the order in which they will review submitted items and take action on them. An approver in this group cannot take action on an item until the approver(s) preceding them have taken action. As soon as an approver takes action, an email message will be sent to the next approver notifying them that it is their turn to review and take action on the item.
How do I change the order of approvers in the Required, In-Sequence group of an approval chain?
Required, Not In-Sequence
Approvers in this group review and take action on a submitted item simultaneously. All approvers in this group receive email messages notifying them to review and take action as soon as the item is submitted for approval.
The status of approvals in this group are checked and indicated at the time a meeting is finalized.
How do I finalize a meeting?
Optional
Approvers in this group review and take action on a submitted item simultaneously. All approvers in this group receive email messages notifying them to review and take action as soon as the item is submitted for approval.
The status of approvals in this group are not checked and indicated at the time a meeting is finalized.