Home/Program Reports/Activities - Approvals

Introduction

 

This article will walk you through the process of configuring home and program reports and activities to:

  • Require approval/Remove approval requirement.
  • Have an optional second approver.
  • Require two, three or four approvers.
  • Customize approver labels and designate approvers based on role or name.

 

 

Prerequisites

 

An extendedReach User ID with one of the following user permissions:

 

  • Full Administrator
  • Restricted Administrator - Forms Administration

 

 

Instructions - Home/Program Report Approval


Follow the below instructions for configuring home and program reports to require approval by selecting the "Get Started" button below.

 

 

Instructions - Home/Program Activity Approval

 

Follow the below instructions for configuring home and program activities to require approval by selecting the "Get Started" button below.

 

 

 

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