Event Approval

Owned by louis.cameron
Last updated: Mar 13, 2024 by joe.pernick (Deactivated)
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

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  • 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

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

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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

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  3. After clicking Create Process, select Event Approval

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  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

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  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.

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