Managing Observations & Approvals

How to manage observations from creation, draft, pending approval, approved as well as how to delete

Introduction

Step 1 – Navigate to Feed‘ in the sidebar and select the Approvals tab along the top of the page

Observations can be in 4 states.

1. Pending Approval
2. Approved
3. Drafts
4. Deleted

Pending Approval

If a staff member has ‘Require Feed Approval’ set in their permissions, then their observations will require approval from an Admin user. To learn about how to set staff permissions please read our ‘Setting Permissions’ section in – Adding a new staff member

Approve an Observation

Step 1 – Navigate to Pending

Step 2 – Select an observation to preview details and make Edits if required

Step 3 – When happy to approve an Observation, select Approve on the right of the page

If you would like to Approve multiple observations, you can select all or manually select those you wish to manage

Step 4 – Once approved you will see a success message

Step 5 – Navigate to Approved on the side bar to confirm observations have been approved. These are now live on the feed

Unapprove an Observation

Step 1 – Navigate to Feed > Approvals > Approved

Step 2 – Select Unapproved on the right hand side of an observation

Step 3 – Select Pending. The Observation is returned to Pending ready for management approval

Deleting An Observation

Step 1 – Navigate to Feed > News

Step 2 – Select the … Icon next to the Observation you wish to delete

Step 3 – Select Delete

Restoring an Observation

Step 1 – Navigate to Feed > Approvals > Deleted

Step 2 – Select Restore