Allow The Event Approval process will allow administrators to review and approve newly created events.
Click here
on Admin, Settings, and then Approval Processes
After clicking create process, select Event Approval
Here, you will select all the specifications to build out this event approval process. You’ll be able to do the following:
Select the group types to which this approval process will apply (if left blank, the approval process will apply all groups regardless of group type); you can also choose individual groups
Choose yes to activate the event approval
Select the form/survey to tie to the event approval that will consist of any additional questions you need to ask users who are looking to hold an event (all approval processes must be tied to a supplemental form). Learn more about creating Surveys and Forms and after you’ve created the form, select it from the drop-down
Include verbiage for an event confirmation message that will appear at the top of your supplemental form
Automatically approve recurring events when the parent event is approved - Activate automatic approval for recurring events. When set to yes, green-lighting the initial event extends approval to all future occurrences. Opting for no means each event needs separate approval, even though they're all the same (Recommendation: Opt for yes to expedite approval process.)
Reset approval on any change made to the event - Configure approval reset behavior based on event edits. Selecting yes triggers approval reset upon any modification by the officer, while no limits reset to significant changes such as event dates/times, description, location, and name. (Recommendation: Opt for no to maintain approval consistency unless necessary changes occur.)
Click Save
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Upon establishing and activating the approval process, events created within selected group types or individual groups will be subject to approval. Officers from these groups will initiate event creation and subsequently complete a supplemental form directly linked to the event approval process, featuring additional questions. Once the officer submits the form, the event enters a pending state for review before final approval. Subsequently, it becomes visible to other users.
When users submit their event request, submissions will come in by way of the supplemental form tied to the approval process. Navigating to the group where that form lives will allow administrators to review the request and take action on the approval status.
Administrators will be able to see
The name of the user submitting the event request
Information on when the submission was started, submitted, and updated
In addition to the group name, you’ll also see the name, date, time, and location of the event, allowing you to click on the event name to see the rest of details including the answer provided in the supplemental form
The option to either see the workflow or use one of the four status icons (approve, require modifications, on hold, or reject) to make a decision on the submission
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Learn how to set up and navigate approvals and workflows