Can I have no pre-approval step in the approval workflow?

Admins Only

Yes. A school can choose to set up an approval workflow without a pre-approval step.

• If no pre-approval step is included:

  • When a staff member creates an excursion, all tabs (Details, Risk Assessment, Students, etc.) are available immediately.

  • Once completed, the excursion is sent directly for Final Approval.

• If a pre-approval step is included:

  • This is the standard and most commonly used workflow.

  • Staff first complete and submit the Details page.

  • The excursion is reviewed and must receive Initial Approval.

  • Once approved, the remaining tabs (Risk Assessment, Students, etc.) open for staff to complete before submitting for Final Approval.