This article will show you how to change the approver or approval stream after the event proposal has been places
Viewing the Proposal:
Follow the steps below to view the event Proposal Stage:
- Select the 'Events' tab in the left-hand menu:
- Select the 'Proposal' button besides the name of the event:
Changing the Approver or Approval Stream Steps:
Follow the steps below:
- Scroll to the bottom of the Proposal to the 'Approval Section, and select the red 'X' to reject the current approval:
- The below pop-up will appear, in this box enter the reason for the current rejection. For example, 'Changing Approver' or 'Updated Approval Stream Information.", then select 'Confirm':
- Once confirmed, the status of the current approval will be rejected. This allows you to choose a different stream.
- To change to a new approver, first reset the list. To do this, select the Approval Stream box, and click 'Select Approval Stream'
- Once the list has been reset, repeat the above step then select the correct approval stream. Confirm it has the right approvers/information, then select 'Save and Begin Approval':
We hope this guide helped with your enquiry.
Changing the Approver or Approval Stream Steps:
Follow the steps below:
- Scroll to the bottom of the Proposal to the 'Approval Section, and select the red 'X' to reject the current approval:
- The below pop-up will appear, in this box enter the reason for the current rejection. For example, 'Changing Approver' or 'Updated Approval Stream Information.", then select 'Confirm':
- Once confirmed, the status of the current approval will be rejected. This allows you to choose a different stream.
- To change to a new approver, first reset the list. To do this, select the Approval Stream box, and click 'Select Approval Stream'
- Once the list has been reset, repeat the above step then select the correct approval stream. Confirm it has the right approvers/information, then select 'Save and Begin Approval':
We hope this guide helped with your enquiry.
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