Requesting and Granting Approval of Messages

Market: Federal/State/Local, House, Senate

Description: In IQ, customize messages may require additional approval. Approvers are notified via alerts regarding requested approvals and requesters can track the status of their requested message approvals.

Click any of the following links to be brought directly to the subtopic:

Viewing list of Messages that need Approval

Granting Approval for Customized Messages

Requesting Approval for an Individual Message

1.Open the message record.

2.Select Request Approval for the Status. Select an approver.

Viewing list of Messages that need Approval

IQ will send an alert in IQ (and in MS Outlook, if configured) to the approver regarding the approval of the customized letter. The approver can use these steps to view these requests.

1.Navigate to Home> My Work Summary tile. Select My Messages > Approval Requests.

Granting Approval for Customized Messages

1.On the My Approval Requests page, select the Message to approve.

2. On the Message page, select Approve. Click Send. Click Include History to include historical data and attachments associated with the initial message.