SETTINGS - Approval Streams

This article will guide provide you with an overview of the Approval Streams function

*Please note, you will require system administrator privileges to complete this process.*

Overview

Approval Streams are a vital part of the events process, as it gives key personnel the ability to check event proposals and planning before giving feedback.

The approver can check to ensure the event staff are completing all the required information and that they provide the necessary details before giving the OK. If staff do not provide what's needed for approval, the approver can reject the event to allow corrections to be made.

Viewing Approval Streams

To view the Approval Streams Function, click the '>' arrow besides 'Events', then select 'Approval Streams.'

Adding & Editing Approval Streams

To add Approval Streams select 'Add New'. 

The first step in creating an approval stream is by adding a name, such as ‘Senior Campus’.

Once the stream has been created, you can then assign personnel for each event type. To do so, click the purple pencil icon to edit.

This section allows you to assign staff to both proposal and planning. You can arrange these according to your school needs. 

An example of an approval stream may be:

First Approver: Head of Department

Second Approver: Finance Officer

Third Approver: Deputy Principal

Things to Note

Some things to note when creating an Approval Stream:

• You do not need to fill all 5 approvers
• You can leave the name and email blank, which will prompt the staff to fill these in at the time of creating an event.
• By ticking the ‘Confirm’ box besides the approvers name, this will prompt the system to send them an email every time they complete an event approval.
• Please ensure you complete all sections of the approval streams as required by your school

Once an Approval Stream has been created, it can be viewed by selecting the dropdown box at the top right of the screen.

We hope this guide helped with your enquiry.