Sonar Tracker: How do I approve an observation?

Overview

This article explains how to approve and publish a colleague-created Sonar Tracker observation.

Prerequisites

  • To use Sonar Tracker's Observations functionality, in addition to a Sonar Tracker subscription, you must subscribe to either the Observations Module or the Parent Engagement Bundle.
  • You must have one of the following user roles / permissions to approve a Sonar Tracker observation: Account owner, Account Admin or Full Edit.

Instructions

Follow these steps to approve a Sonar Tracker observation in Comms Hub:

  1. Select Interactions.
  2. Select Approvals.
  3. Select Observations.
  4. From All Observations, select the Title of the Sonar Tracker observation you want to approve:
  5. Review the Observation content.
  6. Select Approve & Publish:

Outcome

The Sonar Tracker observation will be approved and published.

Related information

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