Location Approval Roles

Assign Approvals to a Location

The Location Approval Roles sub-tab is used to manage Watchlist Reviews, Watchlist Approvers, and Meeting Approver for a location.

  1. From the App Launcher, select the Admin application and click on the Locations tab.

  2. Navigate to Location record > Location Approvals Roles sub-tab.

  3. The Location Approval Roles page has three sections:

    1. Watchlist Reviewers

    2. Watchlist Observers

    3. Meeting Approvers

  4. If the meeting is created for this location, the approval tasks are triggered to appropriate approvers.

Watchlist Reviewers

Location Watchlist Reviewer is responsible for managing location level watchlists (add/edit/remove members from watchlists) and approving visitors for meetings based on watchlist notifications.

Note:

  • Only User Groups are added as Watchlist Reviewers. Hence an identity must belong to the Group that will be assigned to Watchlist Reviewer. To add an user group, refer User Groups.

  • If no Watchlist Reviewer exists for a Location, then global Watchlist Reviewer will get the task.

  1. Click on ADD WATCHLIST APPROVER to add Watchlist Reviewer(s) to a location.

Watchlist Observer

Watchlist Observer is notified upon watchlist approvals and watchlist matches.

  1. Click on ADD WATCHLIST OBSERVER to add Watchlist Observer(s) to a location.

Meeting Approvers

Meeting Approver is responsible for approving a visit for a particular location. The Meeting Approver is assigned at Location level, if required. If no Meeting Approver has been setup, the Visit will be auto approved.

  1. Click on ADD MEETING APPROVER to add Meeting Approver(s) to a location.

Once all approvers are added, click SAVE to save the location.

Related Topics:

Manage Locations