Approve Resources Under Preparation

Use Resources Under Preparation in the Follow-Up submodule in the Tasks module to approve resources that are under preparation.

To use Resources Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To approve a resource that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Resources Under Preparation.
  3. On the grid toolbar, click 10 - Under Preparation .
  4. Highlight the resource that is under preparation that you want to approve and click Approve Record(s) .
    Alternatively, click the corresponding Approve field.