How it works
Your resort can have one Approval Group for Incident Reports. Once it is set to Active, every incident report follows the same approval path, even if the report was submitted prior to approval groups being enabled.
Email notifications will noy be sent for any incident reports submitted prior to enabling approval groups.
Approval workflow
Tier 1 approvers are notified first.
Once someone in Tier 1 approves, the report moves to Tier 2, and those approvers are notified.
This continues until the final tier approves. At that point the report is Accepted.
While approvals are in progress, the report status is In Review.
If a tier has more than one approver, the first person to approve moves the report forward. The other approvers in that tier do not need to act.
If a report is rejected at any tier, the approval process starts over from Tier 1.
What approvers receive
Approvers in each tier receive an email. The email shows the incident number and incident date. For Tier 2 and later, it also shows who approved the previous tier.
To review and respond, select the link in the email or log in to the Manager Dashboard.
If another approver in your tier responds first, the report moves on automatically and there is nothing left for you to do.
When the approval group is inactive
If the approval group is inactive, any user with permission to approve an incident report can do so. One approval sets the report to Accepted right away.
Setting up an Approval Group
Go to Incident Reports and select Approval Groups.
Select the Create Approval Group button and enter a group name.
By default, the group will be set to Active. If you do not wish to activate the group immediately, toggle this to Inactive.
Add tiers with + Add Tier. Tiers are numbered in the order they will be notified. Drag the grip icon to change the order.
For each tier, search for and select the approvers. Selected approvers appear below the field.
Note: an approver can only belong to one tier. For example, if user mtnriskmgr already belongs to Tier 2, that user cannot be used in any other approval group tier.
Select Save.
