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Event Approval

Event Approval

Owned by Former user (Deleted)
Last updated: Mar 13, 2024 by Former user (Deleted)
3 min read

The Event Approval process will allow administrators to review and approve newly created events. All groups using an event approvals process will go through a three-step process

  • Step 1 - Event Creation: User inputs event information

    image-20240313-204139.png

  • Step 2 - Supplemental Event Information: User clicks Saves and submits a supplemental form that is customized by Admins to ask the additional questions about the event

    image-20240313-204542.png

  • Step 3 - Event Approval: Event is approved with either a Simple Approval or a Workflow Approval

We recommend using a Workflow approval

 

Follow these steps to set up an Event Approval Process:

  1. Click on Admin

  2. Click on the Settings dropdown and select Approval Processes

  3. After clicking Create Process, select Event Approval

  4. 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

    • Choose Yes to activate the Event Approval

    • Select the supplemental Form/Survey that should be tied to the Event Approval Process

      • While all approval processes must be tied to a supplemental form, you can leave this blank for now if you have not yet created your form

    • Include verbiage for an Event Confirmation message that will appear at the top of your supplemental form

    • Set if you would like to Automatically approve recurring events when the parent event is approved

      • When set to Yes, green-lighting the initial event extends approval to all recurring events

      • When set to No, each recurring event needs separate approval

      • We recommend opting for Yes to expedite approval process

    • Decide if you want to Reset approval on any change made to the event

      • Selecting Yes triggers approval reset upon any modification by the officer

      • Selecting No limits reset to just event dates/times, description, location, and name, however, this can be customized

      • We recommendation opting for No to maintain approval consistency unless necessary changes occur

  1. Once the Supplemental Form is connected to the Approval Process, be sure to connect a Workflow to the Supplemental Form if you are using a multi-step approval process

Please contact support@campusgroups.com with any questions.