Approver - Approving Agenda Items In Your Queue

Approver Minute Traq video tutorial.

 

To access your Waiting for My Approval Queue:

  1. In the top left corner under Quick Links select Waiting for My Approval, or select the Dashboard icon in the Navigation bar.

Select the Dashboard icon or click waiting for my approval under quick links

To review the Transmittal Form:

  1. Double-click the District Board of Trustees (DBOT) file to review.
  2. The form will now show on the computer. The key areas to review are: Attachments, DBOT Body; and Summary.

For example:

Example of Attachments and D B O T Body section

Summary field example

  1. You can also review the file in Print Preview by going to File -> Print Preview -> select either Agenda Transmittal or Informational Agenda Transmittal, depending on the document type.

Select File Print Preview then either Agenda Transmittal or informational agenda transmittal

  1. The document will open in Microsoft Word in the standard format of the DBOT Agenda Transmittal sheet.

Example of the print preview:

Print preview word document example

Note: If any changes need to be made, close Print Preview, going back to Minute Traq, select the grey Summary box, then select the Word icon in the bottom left corner. Changes made in Print Preview will not be saved.

Select the summary box, then select the Word icon.

The workflow section will show the status of the approval path. To Approve/Reject, or Skip Step:

  1. In the Workflow section, right-click on the Pending status for your name, then select Complete/Approve, Reject, or Skip Step.

Right click pending and then select Complete Approve Reject or Skip Step

  • Approve: When choosing Approve, the Document Review window will open for you to choose the next approver. You can also add a comment. Comments cannot be deleted from the system once they are added.

Select Approve

  • Reject: When choosing Reject, the Document Review window will open for you to choose the next approver. You may also choose to Reset Workflow to Submitter. You can also add a comment. Comments cannot be deleted from the system once they are added.

Select Reject

  • Skip Step: For agenda items in a Draft or Submitted status, approvals can be skipped by an approver or delegate of the item. When choosing Skip Step, the Document Review window will open. By skipping a workflow step, the item will keep moving in the workflow path. Approvers that have been skipped will be able to see why they were skipped if any comments are left and will still have the ability to review and approve at a later date. Comments cannot be deleted from the system once they are added.

Select Skip

If you need any further assistance, please contact the Service Desk at 1-3100.

Details

Article ID: 65256
Created
Mon 10/15/18 4:47 PM
Modified
Thu 10/25/18 12:06 PM