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Approving an Event

When a Visitor or Standard user submits a request, you can review and approve the request from your Events Dashboard or from your main Event Manager Dashboard.

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How to Approve Events from the Event Manager Dashboard

  • From the home dashboard, scroll down to the Pending Events panel.
  • If necessary, select a site from the drop down menu to filter the events you would like to approve.
  • Click on the event name to open an event and review its details.
  • To approve this event and publish it to the calendar, click the Approve button. Once published it will be visible to all calendar site visitors on the grid view, list view, summary view, and location view.
    • In the window that appears, click Approve again to confirm approval of this event.
  • To reject this request and not publish it to the calendar, click the Deny button. When you click Deny, a pop-up is displayed, offering you the opportunity to enter a reason for denial. This message will be included in an email to the event requester informing them that their event has been denied. They have the opportunity to edit the event, and resubmit it for approval.
  • If there are conflicts, a Resolve Conflict button will display instead of the usual Approve or Deny options. Click Resolve Conflict to open the event and make any necessary adjustments before continuing to approve the event.

 

How to Approve Events from the Event Dashboard

Events Waiting for Your Approval

  • Click the Pending Approval tab, or, if you are a Tenant Admin, the Pending Your Approval tab to view these event requests. Only events that are waiting for your approval will show here.
  • All events requiring your approval will display in this list by default. If necessary, the list can be filtered by selecting the appropriate Site from the drop down menu.
  • To approve this event and publish it to the calendar, click the Approve link. Once published it will be visible to all calendar site visitors on the grid view, list view, summary view, and location view.
  • To reject this request and not publish it to the calendar, click the Deny link. When you click Deny, a pop-up is displayed, offering you the opportunity to enter a Reason for denial. This message will be included in an email to the event requester informing them that their event has been denied. They have the opportunity to edit the event, and resubmit it for approval.
  • If you would like to review the event information prior to making a decision, click Review. While in Review, you have the following options at the bottom of the event form:
    • Click Approve to publish the event to the calendar.
    • Click Deny to reject the event request.
    • Click Edit to make changes to the event request. *Note: Once an event has been approved by at least one user that is part of an approval process, you will not be able to edit certain details of the event, such as the Location or Time.
  • To Approve or Deny multiple events at one time, check the boxes next to the appropriate Event Names. Then, use the Approve or Deny buttons above the list to process those events all at once.

 

Overriding the Approval Process on an Event

As a Tenant Admin, you will see an additional tab on the Events Dashboard which will give you the ability to approve or deny events even if you are not in the approval process. All events needing approval will show on the All Pending Events tab, including any events waiting for your approval.

 

  • Click the All Pending Events tab.
  • All events requiring approval will display in this list by default. If necessary, the list can be filtered by selecting the appropriate Site from the drop down menu.

 

 

  • To approve this event: 
    • Click on the Actions drop down menu.
    • Select Force Approval.
    • In the pop up window that appears, choose between Force Approval for Current Step, which will send it to the next person in the approval process, or Force All Approvals and Publish.

     

     

  • To reject this event and not publish it to the calendar:
    • Click on the Actions drop down menu.
    • Select Deny.
    • When you click Deny, a pop-up is displayed, offering you the opportunity to enter a Reason for denial. This message will be included in an email to the event requester informing them that their event has been denied. They have the opportunity to edit the event, and resubmit it for approval.
  • To review or edit this event:
    • Click on the Actions drop down menu.
    • Click Review.
    • The event form will open allowing you to edit as needed.

 

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