Before an Admin approves of a Group Registration or Re-Registration, it is sometimes necessary for all of the Officers of the group to approve of their position, fill out a form or complete a checklist. This can all be done through the Officer Approval Method feature.

The Officer Approval Feature can be found within the Group Registration or Re-Registration Approval Process. There are three types of Officer Approval Methods:

  • Approve Button

  • Officer Approval Form

  • Officer Approval Checklist

Follow these steps to set up the Officer Approval Method:

  • Navigate to Admin > Settings > Approval Processes

  • Click Create Process or Edit an existing process

  • Scroll to the bottom and select which type you would like to use

    • If you are using the Officer Approval Form or Officer Approval Checklist, select the Form or Checklist you want the Officers to complete

  • Officers will then receive an email asking them to approve of their position, to complete a form or to complete a checklist

  • Approvers can identify how many Officers did not approve of their position, complete the form, or complete the checklist within the Workflow

Please contact with any questions.

Did this answer your question?