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How do I specify approvers?

Describes how to set up approvers for rooms and resources.

You will need the Facilities Settings permission, with the campus in your access, to manage campus approvers. To set approvers on a specific room or resource, you need Full Write Facilities at that room's or resource's location.

Approvers respond to pending facility requests for events. They are notified when a request comes in, and pending requests appear on their to-do list. Approvers can be set for a whole campus, or for a single room or resource.


Adding room or resource approvers

Approvers are set by the Approval Strategy on each room or resource.

  1. Go to Events > Facilities in the left-hand navigation menu and open the Rooms or Resources tab.

  2. Click the room or resource name, or select View from the 3-dots menu at the start of its row.

  3. Choose Edit room or Edit resource from the Actions menu.

  4. Open the Approval Strategy tab and choose an option.

    The Approval Strategy tab when editing a room.

The options are:

  • Auto Approve - all requests are approved automatically.

  • Specific People + Campus Approvers - the people on the list can approve requests for this room or resource, and so can Super Users and the approvers of the request's campus. Extra settings set how many approvals a request needs before it is approved, and how many denials before it is denied. Both default to 1. Campus approvers appear in the list automatically, and you can add more people. If your account has only one active campus, this option reads Specific People + Location Approvers.

  • Specific Groups - only current members of the chosen groups can approve or deny, with no exceptions. Super Users and campus approvers can't respond unless they are in one of the groups. Choose whether the approval and denial counts apply across all the groups combined, or are set for each group. With counts for each group, a request is approved only when every group approves it, and denied as soon as one group denies it.

Approving or denying a request checks no permission and no campus limit. Only the approval strategy decides who can respond.


Adding campus approvers

Campus approvers can approve or deny requests for every room and resource at their campus that uses Specific People + Campus Approvers. The Approvers tab is available whether your account has one campus or many.

  1. Go to Events > Facilities in the left-hand navigation menu and open the Approvers tab. Each campus lists its current approvers.

  2. Click + Add Approver.

    The Add Approver window with the Person and Locations fields.
  3. Fill in the fields and click Save.

    • Person - search for an existing person profile, or add one if not found.

    • Locations - the campuses this person can approve requests for.

    Campus approvers listed under each campus on the Approvers tab.

To remove a campus approver, click the 3-dots menu beside their name and choose Remove.


When campuses and organizations change

Campus approvers follow your plan, not campus limits, so they keep working even when your account has only one active campus.

  • Switching a campus off - its approvers keep working.

  • Deleting a campus - its approvers are deleted, along with its address, the facility requests raised for it, campus overrides there and workflow campus branches.

  • Converting a campus to a venue - its rooms, resources, requests, approvers, address and form answers stay. Campus limit rows and overrides at that campus are removed.

  • Merging two campuses - everything that names the source campus, approvers included, moves to the surviving campus.

  • Moving a venue to another organization - in Edit Venue, you can change a venue's organization if your access reaches both organizations. An archived organization is refused. Its rooms and resources move with it, and existing bookings stay.

Warning: When a venue moves to another organization, the approvers named on its rooms and resources stay, even if they can't reach the new organization. Review those approvers after you move a venue.

How do I add, deactivate, or delete a campus? covers switching off, deleting, merging and converting campuses.

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