Assigning Approvers to an Assessment

Typically, you must assign at least one approver to an assessment.

Approvers are usually management or executive level users who give their approval to publish the final draft. They are considered an organization's top-level approving authority and typically have legal responsibility for what they approve.

Assign Approvers to an Assessment

From an open assessment, click the Properties Wizard tab, and then click Approvers.
First check to see if the template included approver assignments. In the example below, the template automatically added two approvers. The approver assignment marked with is required, meaning that you cannot remove it. The other approver assignment is optional and is a suggestion. To remove an optional approver assignment, click it, and then click .
If you have access to multiple sites, do one of the following.
- Leave the default site selection to select approvers from the current site.
- Under Site, click , select a different site, and then click OK.
- Under Site, click , select Allow multiple selections, select two or more sites, and then click OK.
  Important: If you will be assigning approvers from other sites, see Properties Wizard Task Assignments and Site Access before doing so.
Select one or more approvers.
Note: For detailed instructions on selecting approvers by individual user, by group, by department, or by job title, see Selecting Approvers.
(Optional) By default, all assigned approvers must complete their tasks before the assessment moves on in the workflow. Alternatively, you can set a minimum number of approvers of those assigned and have the assessment moved on as soon as that number of approvers complete their tasks.
In the right pane where approver selections are listed, click , select Number of users required from those assigned, type a number, and then click OK.
Note: If a group is included and is both inherited from the template and designated as required, users within the group are counted individually toward the Require number. For example, suppose that, on a particular approver level, there is one individually assigned approver and a required group inherited from the template containing three approvers. If you set the Require number at 2, either of the following would complete the level: the individually assigned approver and one user from the required group accepts the assessment; two users from the required group accept the assessment.
(Optional) Set a due date for when approvers should be finished. See Setting Due Dates for Writing, Review, Approval, and Assignee Tasks for details.
(Optional) As you assign approvers, they all receive tasks when the assessment goes to Approval. If you want the assessment to go to approvers in a specific order, create additional approval levels. See Assigning Review Levels for details.
(Optional) Click Advanced Settings, and then click Add Note to include instructions or other information for the assigned approvers. See Adding Notes for Writers, Reviewers, Approvers, and Assignees for details.
Do one of the following:
- To continue with assigning properties, click Next Step, and then go to Designating Assignees for an Assessment.
- To begin work on content, click Edit Assessment, and then go to Adjusting Assessment Settings and Adding Questions and Answers to an Assessment.
- Click More, and then click Save and Close.