Approvers are the named individuals who will be sent a request to approve the item in Verto.
Advice
- The approval process is not hierarchical. The system generated email will go to all Approvers at the same time, and it is only when everyone has provided a response (Yes or No) that the approval status of the item will change.
Add an Approver
Approvers must be added to the Approvals project table. Click Add and type in the approvers name and select.
Top Tip
- If the Approver you are searching for doesn't appear in the list, this is because they have not been added to the system. Contact your System Administrator to get them added.
Submit an item for approval
To submit the item for approval, click on the main Actions Menu in the top right-hand corner within the relevant stage or governance report. Select Submit.
Top Tip
- The Approval control must be in your site build (stage or governance report), for the ‘submit’ button to display in the Actions menu.
Watch this video to find out more: