Approver Groups

Approver Groups are groups of users to whom event, room, and/or resource requests are routed for approval. Each Approver Group can include one or more users and one or more specific event request forms, rooms, or resource groups.

When a request is routed from a specific request form or for a specific room or resource, all users in the appropriate Approver Group will receive a request entry in their Notification List. Only one user is required to approve the request. 

 

Create Approver Groups

  1. Click either the Events or Settings tab.
  2. Click Approvals and Notification Groups.
  3. A list of Approver/Notification Groups is displayed.
  4. Click Add a Group.
  5. Select Approver from the drop-down list
  6. Click OK.
  7. Enter a Name for the group.
  8. Click Add User to browse a list of application users.
  9. Select a user from the drop-down list.
  10. Click Save to add them to the user list on the Approver Group form.
  11. Repeat as needed.
    If more than one user is in an approver group, only one of the users needs to approve the request.
  12. To set up an approver for an Event Request Form, click the + button on the Event Form section and place a check in the box next to any event form that should be able to be approved by users in this group.
  13. To set up an approver for a room or group of rooms, click the Add Rooms button. Choose if you want to group by Region or Building and select your Campus, Building/Region, and individual Rooms. You can stop at any one of the drop-down menus, depending on the level of granularity you want in your Approver Group.
  14. To set up an approver for a resource or group of resources, click the + button on the Resource Group section and place a check in the box next to any resource group that should be able to be approved by users in this group.
  15. Click Save.


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