Managing Secondary Approvals as an Approver

A Mazévo user with the oversight role (approver) has a tool specifically designed to help them manage the event approvals requiring their attention.

Overview

My Approvals groups approvals by booking date (first booking date on events with more than one booking) and then approval type. Generally, event approvals are automatically visible in the My Approvals tool, either when an event is created, when an event planner activates an event approval, or when changes are made to events that trigger the need for a second review. 

Note: If more than one approver can manage the approval, it is displayed for each approver, and the first approver to change the state of an event approval changes it for all of the approvers.

To use the My Approvals tool:

1. Go to Events > My Approvals.

2. Select a record to view/modify from the list of pending approvals by clicking it.

An example of the My Approvals process

When you select an event approval record, Mazévo shows details for the event. You can view more details for any booking by clicking the booking date to drill into the booking.

View the event details for one of your approvals

3. Click Approve or Deny to change the state of this event approval, then click Yes to confirm your selection. If you deny the event approval, you can enter a note explaining the reason for the denial.

After approving/denying the event approval, you're returned to the list of pending approvals.  The item you just modified is removed since it's no longer pending.

Note: You can filter the list of event approvals to include items already approved or denied by clicking Filter and making your selections. If you include other states, you'll be able to see who changed each approval's state and the change's date and time.

 

Viewing changes on an event

From the main approvals screen, you can view the historical changes to an event by clicking on the history icon on the right side of the grid.

Viewing the history of the event when looking at approvals