Approving an Activity
Draft activity reports are stored in a designated 'draft' section on your Team Manager platform's Dashboard, allowing continuous editing and additions until approval. These drafts are clearly marked with an asterisk for easy identification. Once approved, the asterisk is removed, signifying a finalized report.
đ ACCESS LEVEL REQUIRED: Owner or Editor
âšī¸ NOTES: Statistics from activities are only incorporated into the reports after approval, ensuring accurate and comprehensive data representation.
â ī¸ ATTENTION: If you are unable to approve an activity it may be for one of the following reasons:
- There are members with an 'Unconfirmed' attendance status, you will need to update their status to 'Attended' or 'Absent'
- The end date/time of the activity is in the future
- You must complete required fields, such as Custom Fields, before you can proceed
Approving a Single Activity
- Go to the activity you want to approve
- Click Approve Report on the right hand side of the screen
- A confirmation box will appear on the screen with a reminder that no further edits will be possible unless reverted back to a draft
- Select Approve
Bulk Approving Multiple Activities
- Access the Dashboard
- Select Bulk Approve under the Drafts widget
- Check the Approved? box next to all the activities you wish to approve
- You may also click select all or deselect all to add or remove checked boxes next to all activities
- Select Approve Reports at the bottom right
- Click Approve in the pop up
