Approval and Notification Groups

Approver Groups are groups of users to whom event, room, and/or resource requests are routed for approval. Each Approver Group can include one or more users and one or more specific event request forms, rooms, or resource groups. When a request is routed from a specific request form or for a specific room or resource, all users in the appropriate Approver Group will receive notification of the request.

 

Notification Groups are similar, but include groups of users (and/or outside addressees) to whom notifications are sent when specific event requests are approved and created, or when certain rooms or resources are scheduled. Notification Groups are intended to keep people informed by generating messages when the scheduling status of the item(s) in question has changed.

 

To create a new Approver Group, perform the following:

 

1.Click either the Events or Setup tab.

 

2.Click Approvals and Notifications.
 
A list of Approver/Notification Groups is displayed.

 

3.Click Add.

 

4.Select Approver from the drop-down list and click Add Group.

 

5.Enter a name for the group.

 

6.Click Add User to browse a list of application users.

 

7.Select a user from the drop-down list and click Add to add them to the user list on the Approver Group form. Repeat as needed.

 

8.Click the Add Rooms, Add Event Request Form, or Add Resource Group buttons as applicable, select from the available options to create the required associations, and click Add to add the selections to the Approver Group.

 

9.Select the desired request form from the drop-down list and click Add to add the form to the Approver Group.

 

10..Click Save to return to the Approver/Notification Group list.

 

To create a new Notification Group, perform the following:

 

1.Click either the Events or Setup tab.

 

2.Click Approvals and Notifications.
 
A list of Approver/Notification Groups is displayed.

 

3.Click Add.

 

4.Select Notification from the drop-down list and click Add Group.

 

5.Enter a name for the group.

 

6.Click Add User to browse and select from a list of application users. Select a user from the drop-down list and click Add to add them to the user list on the Notification Group form. Repeat as needed.

 

7.If desired, outside email addressees may be included in the group. Click Add Email Address and then enter the person’s email address and contact name. Click Add to add them to the group.

 

8.Click the Add Rooms, Add Event Request Form, or Add Resource Group buttons as applicable, select from the available options to create the required associations, and click Add to add the selections to the Notification Group.

 

9.Click Save to return to the Approver/Notification Group list.

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