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Manager Dashboard: Approval groups for reports

If your property requires reports to go through multiple layers of review before they're considered approved, approval groups let you build that process directly into the report workflow.

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Written by Nancy Meighan
Updated over 2 weeks ago

How approval groups work

When a report with approval groups is submitted, it enters a sequential review process:

  1. Users in the first approval group receive an email notification that a report is ready for their review.

  2. Once any one of those users approves the report, users in the next approval group are notified.

  3. This continues until the final approval group has signed off - at which point the report is considered fully approved.

⚠️ If a report is rejected at any stage, the entire approval process resets and starts over from the first approval group.

💡 Don't see the report under Pending Submissions? Someone else in your approval group has already approved it and it has moved on to the next tier of review.

How to create an approval group

⚠️ Note: Only users with admin access to reports can create and manage approval groups.

  1. From the side navigation menu, go to Reports > Approval Groups.

  2. Click the blue New Group button.

  3. In the panel that opens, give your approval group a clear, descriptive name (e.g., Patrol Supervisors, Risk Management).

  4. From the user list, select the users who should belong to this group.

  5. Click the green Save button when you're done.

📝 To edit or delete an approval group: Click the group's name on the main Approval Groups page to reopen its settings.

How to add approval groups to a report

⚠️ Note: Only users with admin access to reports can add or manage approval groups on a report template.

  1. Locate the report you want to update. You can find it in one of two places:

    • Reports > View All Reports, or

    • Pending Submissions > Reports & Inspections

  2. Click the blue Edit Report Template button.

  3. Scroll to the bottom of the report template until you see the Approval Groups section.

  4. Click Add Approval Group and select your first approval group from the list. This will be the first tier of review - these users will be notified when a report is submitted.

  5. Click Add Approval Group again to add a second tier, and repeat for each additional level of review required.

    💡 Tip: The order in which you add approval groups is the order they'll be notified. Make sure they're listed from first reviewer to final approver.

  6. Click the green Save button to apply your changes.

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