Finalizing Meeting Book workflow

You can monitor changes and finalize your workflow to build the Meeting Book. This topic describes how to finalize the workflow and generate an approval.

1. To monitor changes to your workflow, use the Workflow Status tracker on the top right of the Meeting Book. The Workflow Status tracker displays the number of workflows that are "Pending" and "Finalized".

2. To view the status of specific workflows, use the Status icon next to each file with an assigned workflow. There are three statuses:

   • Responses Pending: none of the users have submitted their response.
   • Responses Received: some users have submitted their response, but not all.
   • Workflow Complete: all users have submitted their response.

3. You can force responses and change the status to "Responses Received". To force responses, open the Approval Workflow modal, select the arrow on the top left corner, and then select Force Approval from the menu.

4. To finalize the responses, and change the status to "Workflow Complete", open the Approval Workflow modal and select the arrow on the top left corner. Select Finalize Responses from the menu.

5. After each workflow is finalized, the Workflow Status tracker is no longer visible.