Skip to main content

What lands in the Approval Center and who can approve

  • Director
  • Admin
  • Finance
  • Needs: Approve Communication Items
  • Phone
  • Desktop
  • Draft

Anything that needs a second person's sign-off waits here. The sidebar calls it Approval Center; the phone tab is Approvals.

Steps​

  1. Open Approval Center on the sidebar, or the Approvals tab on a phone.
    The Approval Center chips
  2. Pick a chip. Chips with the most waiting items come first:
    • Enrollment: New Starts, Classroom Change, Unenrolling, Scheduled Pending, Scheduled Inquiry.
    • School Records: emergency contacts, approved pickups and removal requests, medical records, award letters.
    • Schoolbox: messages waiting to be sent.
    • Posts: community posts waiting to be published.
    • Billing: refund, delete, write-off, credit and ACH unlock requests. Shown only when you can approve one of them.
    Approvals on a phone
  3. Tap an item to review and decide.

Who sees what​

  • The tab appears with Approve Communication Items or Approve Billing Requests.
  • Enrollment, School Records, Schoolbox and Posts: Assistant Directors and above, or anyone with Approve Communication Items.
  • Award letters: Finance, and Assistant Directors and above.
  • Billing: depends on the request type. See Which billing actions need approval.