An approval route consists of a series of approval or review steps. Each step can have one or more approvers. Submissions are complete once they finish the last step of the approval route. There are three types of steps:
Multiple approver step: A step consists of more than one possible approver. The person submitting the form on the previous step must choose which approver from the list should receive the form. E.g. For a principal step, which principal should it go to?
Single-approver step: A step that consists of only one possible approver. The person submitting the form on the previous step only has one option of who to send it to next. E.g. the Director of HR.
Prompt step: A step that has no pre-defined approvers. The person submitting the form on the previous step is required to enter the email address of the person who it should go to next. E.g. an employee, parent or vendor email.
Learn how to view approval routes here.
When should you use an approval route form?
- When your form needs at least one level of review or approval before it is completed
- When you need notifications to let various staff know that the form has been submitted or approved
- When a form often needs corrections
Examples of common approval route forms:
- Field Trip Requests
- Student Transfers & Registration forms
- Conference & Travel Requests
- Purchase Orders
- Staff Mileage & Reimbursements
- New Hire & Benefits paperwork
- Personnel Requisitions / Position Control forms (HR)
For more about how to set up an approval route form, see article: Set up approval route form.