Viewing all approval queues & sending reminders

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:

  1. Click on the blue primary action, titled Actions.
  2. From the drop-down, select the action you'd like to take. This will open up a modal, with all the overdue events.
  3. Check off the approval queue you'd like to take action on.
  4. Submit the modal.