Featured Feature: “Always Notify” to manage multiple layers of approval

Do you have several people in your chain of review and approval for certain documentation? We have talked to you before about how you can use the “Editors” property on your Pages, in addition to the Page Administrators, in order to accommodate several stages of development, review and approval. Most organizations using policyIQ take advantage of the option to set up formal “Approvers” at the Page Template Level. We want to draw your attention to a little used feature that further enables you to manage and support multiple layers of review and approval. Notice the “Always Notify…” feature:

12-05_Always_Notify

When you have several people who need to approve content, you can add their associated Group(s) to the “Content Approvers” field and select the “All Approvers” Approval Type. If you need a certain set of eyes to be the first to review the newly submitted content, add the owner of those eyes to the “Always Notify when Sent for Approval” field. This option exists for both Pages and Forms. The approver whom you’ve designated in this field will automatically receive an email each time a Page or Form from the Template is sent or submitted for approval. This helps to ensure a specified order of approval.

If you’d like to explore this further, check out the related guidance in policyIQ’s “Help” manual (click on the “Help” link in the top right corner of your policyIQ site).

This entry was posted in Features by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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