Approvals (1 Hour)

Introduction to Approvals This video provides an introduction to the approvals module, showing from a high level what the screens accomplish.  Video Tutorial  Click the play button below for a video tutorial. Your browser does not su...

Approving/Disapproving in the Work Flow This video shows what the approving users will experience via email communication and how they will interact with the module and approve/disapprove documents.  Video Tutorial  Click the play button b...

Workflow Table Setup (Part 1)  This video provides an in-depth view of how the workflows are built in the settings and how to edit the tables as needed.  Video Tutorial  Click the play button below for a video tutorial. Your browser ...

Workflow Tables Setup (Part 2) This video provides an introduction to the approvals module, showing from a high level what the screens accomplish.  Video Tutorial  Click the play button below for a video tutorial. Your browser does n...

Manage Approval Workflows  This video shows the key screens to monitor and manage the workflow, see the status of each document in the queue, and even ping users that the process is waiting on. Video Tutorial  Click the play button below f...

Advanced Options  This video explains each backend setting to understand the advanced options available to create more efficiency and structure.  Video Tutorial  Click the play button below for a video tutorial. Your browser does not...

Final Thoughts & Implementation  This video provides a few final thoughts and some details of the implementation process and what we need from your organization for SGA staff to start to build out the workflow.  Video Tutorial  Click the p...