Manage approval paths

Users with the Manage District Settings user permission can add, edit, inactivate, activate, and delete approval paths for each space. Approval paths determine who needs to sign off on any requests.

To add a new approval path:

1. Select Locations > Manage Approval Paths. The Manage Approval Paths page appears.

   

   Note: This page defaults to  active approval paths. To view an inactive approval path, select it from the drop-down.

2. Click + Add Approval Path. A pop-up appears.

   

3. Do any of the following:

   Field	Description
   Name	Enter a unique name. This is shown on the Space and Site settings.
   Description	Enter a description.
   Is Active?	To make the approval path inactive, deselect the checkbox.
   Steps	To add approval path steps: a. Click . b. Do any of the following: Note: To show in the User drop-down, users must have the Space Approver user permission.      • To set approvals based on a field, select the field(s) and the user(s) you want.      • To set approval independent of a field, select the user(s) you want. c. To add additional steps, repeat steps a and b. d. To delete a step, click .

4. Click Save.

To manage an approval path:

1. Select Locations > Manage Approval Paths. the Manage Approval Paths page appears.

2. Next to the site you want, do any of the following:

   To...	Then...
   Edit an approval path	a. Click . A pop-up appears. b. Make any desired changes. c. Click Save.
   Inactivate an approval path	a. Click . A confirmation message appears. b. Click Yes.
   Reactivate an approval path	a. Click . A confirmation message appears. b. Click Yes.
   Delete an approval path Note: This is only available if the approval path is not associated with any requests or events.	a. Click . A confirmation message appears. b. Click Yes.
   Export an Excel file Note: The exported file includes the approval path name, number of requests, number of spaces using the approval path, and approval steps (including who the approver is).	Select Actions > Export Approval Paths. The file appears in your Downloads folder.