As a company administrator, you can see all the approval queues, for all draft and active plans
You can access this Approvals Report if you are in Admin Mode.
Step 1
Click on Approvals in the main nav.
Step 2
In the subnav, you can either select Initial Approvals or Final Approvals.
Step 3
In the drawer, you can filter to view:
- All approval queues.
- Unsubmitted - queues that have not be sent off for approval yet.
- Pending - queues that have been submitted for approval, but haven't made it all the way through the queue yet.
- Approved - queues that have been fully approved.
Pending approval queues have special actions that can be performed en masse. These include:
- emailing reminders to approvers the queue is stuck on.
- stopping and resetting the queue.
- for initial approvals, overriding the plan to Active.
- for final approvals, overriding the plan to Ready for Final Review.
These can be accessed by clicking Pending in the drawer:
- Click on the blue primary action, titled Actions.
- From the drop-down, select the action you'd like to take. This will open up a modal, with all the overdue events.
- Check off the approval queue you'd like to take action on.
- Submit the modal.