How do I approve a policy assigned to me?
When you are assigned a policy to approve, it will appear as a task in your Task List
- Navigate to your Task List via the link in the left hand navigation, or the 'To Do' icon in the top navigation
- Find the task in your task list
- Click into the task
- Use the approver progress drop down to view the approval team and status
- Click on the 'View Policy' link
- You can increase the size of the document using the plus icon, or the fit to page option
- Once you're ready, click on Approve Policy
- The task in your task list will be marked as Done
ℹ️ You will also be notified by email when you are added as an approver. Follow the link in your email which will direct you to your Task List, then simply follow the same steps above.