How to edit an approval group

An approval group is a group of managers who have the authority to approve employees' attendance on training courses. You can set up approval groups, and within these groups have one or more people with approval authority, and set whether an item going to the approval group has to be approved by all or any member of the group. If all members of an approval group need to agree to an item for approval, you can set a specific approval order if required. For example, if you add an approval group which has three managers in it, John, Bill and Martin, you have three criteria options that you can apply to the approval group. These are:

Criteria	How the approval would work
All of the members	John, Bill and Martin would all have to approve the item, but it wouldn't matter in what order they did it.
Any of the members	All members would receive the request to approve the item, but once one of them approved it, regardless of which manager it was, the item would be approved. Approval would then not be required from the other two in the approval group.
From Members in the specified order	If you had the managers names listed in the Manage Members page in the order Martin, John, then Bill, with this criteria selected Martin would receive the request to approve the item first. Once he had approved it the request would then go to John, who would then need to approve it before it was finally sent to Bill for approval. If any of them rejected the approval the item would be sent back as not approved.

Editing an approval group:

From the main menu select Approvals 4 Manage Approval.
The List of Approval Groups page will display.

To change the members in a group, locate the group in the list and click the Manage icon, in that row.
The Manage members for group page will display.

To add a new member, enter the Name and Email address, then click Add.
The name will be added to the approval list above.

Repeat until all the required members for the group are added.

To delete a member for the group, click the Delete icon, in their row.

To amend the order of names in the list (if you are applying an approval hierarchy to the group), drag the names in the list to the order you require.

Click Back.
You will be returned to the List of Approval Groups page.

To amend the properties of a group, click the Edit icon, in that row.
The Add Approval page will display.

In the Name field, edit the name for the group.

You can change the Description to explain who the group have authority to approve.

In the Criteria listbox, select whether an item going to the approval group has to be approved by all or any member of the group. Select 'All members in the specified order' if you want to impose a hierarchy on the approval for this group.

Click Update.
A message will display telling you the changes have been made.

Click Back.
You will be returned to the List of Approval Groups page.