Goal
In this article, you’ll learn how to create, manage, and review Committee Hub approvals. Approvals allow committee members to vote on documents or decisions, and give administrators oversight of voting outcomes and participation.
Before You Get Started
You will need to have the correct permissions set in order to manage approvals. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Committee Hub ➡️ Expand Committee Hub and ensure that Approvals has full access selected.
Committee Voting Options
Committee members can only choose Approve or Decline on Approval items when casting a vote in committee hub, they can also leave an optional comment.
Accessing Approvals
Step 1 - Navigate to Committee Hub
Click Committee Hub in the left-hand menu.
Step 2 - Select Approvals
Click Approvals from the Committee Hub menu to view all active and archived approval items.
Creating a New Approval
Step 1 - Click New Approval
In the top-right corner of the Approvals screen, click New Approval.
Step 2 - Enter Required Details
Fill in the following mandatory fields:
Title
Description
Expiry Date – this defines when the voting will close.
File Upload – upload the document or file that the committee will vote on.
Step 3 - Select the Community
Choose the community the approval is associated with.
Step 4 - Choose the Target Audience
Choose who will receive the approval:
Everyone – all committee members in the community.
Committee Groups – one or more existing committee groups.
Individual Committee Members – select individuals directly.
Step 5 - Configure Notifications
Expand the Notification section and select how you want to notify committee members:
Email
Mobile Push Notification
SMS (Note: SMS is charged at $0.20 per 160 characters sent.)
Step 6 - Submit Approval
Click Submit to publish the approval and begin the voting process.
Reviewing Approval Responses
Step 1 - Access the Approval
Ensure you are in the Active or Archived tab and locate the relevant approval item.
Step 2 - Download the Report
Click Download Report on the right-hand side of the approval row to view:
Who voted
Their response (Approve or Decline)
Any comments left
Step 3 - Generate a PDF Report
Click Generate Report in the top-right corner to preview.
Then download the report as a PDF.
Managing Existing Approvals
Step 1 - Access Approval Actions
Click the three dots (⋯) on the right side of any approval item
Then select one of the following options.
Option 1: View File
Open the document or file that was attached to the approval.
Option 2: Edit Approval
Make changes to any existing information you’ve submitted for the approval.
Option 3 & 4: Close or Archive
Close and Archive moves the approval item from Active to Archived immediately rather than waiting for the expiry date.
How Archiving Works
Once the expiry date is reached or an approval is closed manually, it will move from the Active tab to the Archived tab. Archived approvals remain fully accessible, and you can still:
Download the report
View the original file
Review committee responses