Overview
This article explains how to enable / disable the automatic approval of any observations (including those created by customers who use Sonar Tracker). When observations are automatically approved, they are published without the need for manual approval by an administrator. An administrator must approve the observation publication when automatic approval is disabled.
Changing observation approval settings (either enabling or disabling) will affect the approval of all observations in the system, no matter their type or source.
Prerequisites
You must have one of the following user roles / permissions to enable / disable observation automatic approval: Account owner, Account Admin or Full Edit.
Instructions
In Comms Hub, to enable / disable the automatic approval of all observations:
- Select Settings.
- Select Interactions.
Select Approvals:
- Set the Automatic Approvals Status for Observations:
- Toggle off (default) to disable automatic approval.
- Toggle on to enable automatic approval.
Outcome
Your changes are saved, and a settings update message is displayed:
When informal observations are automatically approved, there is no need for an administrator to approve the publication of informal observations. When informal observation automatic approvals are disabled, an administrator must approve the publication of informal observations.
Updated