Add an approver or implementor to a suggestion so the right people review it and carry it out.
Note: You can add an approver or implementor from either the side window or the detail view. These steps use the detail view.
Steps
1. Open the suggestion you want to add an approver or implementor to.
Need help? See How to open a Suggestion after creation.
2. Follow the steps for the person you want to add.
Adding an approver
Adding an approver
1. Click the Add Approver button on the top bar:
2. In the drop-down with two options, select Add Approver.
3. Scroll down to the new Required Approver(s) field.
4. Enter the name of the user you want to add and select them from the list.
5. Click the green tick on the right to save.
To cancel, click the red cross and the field is removed.
Adding an implementor
Adding an implementor
1. Click the same Add Approver button on the top bar:
2. In the drop-down, select Add Implementor.
3. Scroll down to the new Required Implementor(s) field.
4. Enter the name of the user you want to add and select them from the list.
5. Click the green tick on the right to save.
To cancel, click the red cross and the field is removed.
Tips
Add approvers at the start of the review.
You can add an implementor at several stages of the process.
You can add inline approvers (for example, someone from finance). To ask someone for a soft approval without adding them as an approver, @mention them in a comment.