What lands in the Approval Center and who can approve
- Director
- Admin
- Finance
- 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
- Open Approval Center on the sidebar, or the Approvals tab on a phone.
Screenshot coming soon
The Approval Center chips - 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.
Screenshot coming soonApprovals on a phone - 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.