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How do I Edit an Approval Workflow?

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Amanda Reilly
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Objective:

  • Modify an Approval Workflow

Environment:

  • PolicyStat

Additional Information:

NOTE: Only users with Site Admin permissions can edit Approval Workflows.

NOTE: When you replace 1 Approver with a new Approver and update all in-progress documents, the new Approver will receive a notification email for their document(s) on the following Monday. 

Procedure:


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  1. Under the Admin tab, locate Approval Workflows under the Site Data column.
    siteData_area.png
  2. Locate and click the Edit button at the end of the Workflow to be edited.
    edit.png
  3. Make adjustments to the Workflow as desired by adding or removing Approvers, steps, and/or committees. Save the changes when complete.
    saveChanges.png
  4.  If there are documents assigned to the workflow that are pending approval, you can select to update them in place without restarting the workflow: in_progress_update.jpg

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