HomeMy WebLinkAboutNovus - Approving Items Directions 1 Approving Items – Dept Heads/CMO/CAO (updated 7-6-18)
You will receive an
email when an item is
ready for approval.
Details of the item are
provided in the email.
Use the link to access
Novus Agenda.
2 Go to Novus Agenda
login:
https://iowa city.novusagenda.com/
Login with your
username and password
When you log in, Novus
will open to the HOME
screen.
Items waiting on
Approval will be in the
Items Waiting On Me
Click on the Item that
was indicated on the
email.
3
Review the item
information, either by:
1. Scrolling through
items on the details tab
and reviewing the
attachments from the
attachments tab.
(OR)
2. Click on preview to
review the CAR and
attachments on a single
page.
Edits to the CAR
information can be
made on the item detail
tab, and then Click
SAVE at the top of the
screen.
4
There are some new
icons on the tool bar:
= This is a screen
toggle and will enlarge
or reduce the text box
you’re working in.
= This will enable
track changes (this is
within the program
ONLY)
= This accepts ALL
track changes
= This rejects ALL
track changes
= This will
create a grid/table so
you can create columns
and have your items
lined up evenly
5
If you have changes to
an attachment, you can
either:
1.Open the document in
word by clicking the
paper icon to the left of
the description.
Once you’ve made your
changes, you must save
your document in your
word files and create a
new attachment and
delete the old one.
(OR)
2.You can go to the
Comments tab, leave a
comment for the
creator to make the
changes, and then go to
the Inside Routing tab
and Disapprove, which
will send the item back
to the creator.
The icons on the right
of the attachment allow
you to delete, edit, or
update attachment
information such as
description and type.
6
Once you’ve reviewed
an item, you can
Approve or Disapprove
and SUBMIT to continue
the item through the
workflow.
Disapprove will return
the item to the creator.
(see next steps BEFORE
disapproving and
submitting)
If you DISAPPROVE an
item, please leave a
comment in the
comment tab. This will
help staff know why
their item is being
rejected and what they
need to fix before
resubmitting.
7
To leave a comment:
Click on the Comments
tab, type your
comment, and click
ADD
The Inside Routing
tab reflects where
the item is in the
workflow, and shows
the person the item is
waiting on what steps
have been
completed.
8 The Outside Routing
tab shows the last
two steps of the
approval process
(CMO/CAO) and
where the item is in
that process.
The History tab will
provide information
on who created the
item, if anyone has
made changes, and
shows who has
approved or
disapproved and give
the date and time of
each action.
Once an item has been
approved by a Dept
Head it will move to the
My Items On Next
Meeting with a Pending
status until it is
Approved by the CMO
and CAO.