With Antavo’s Content Approval modules you can introduce an approval mechanism on the Loyalty Management Platform that helps you double-check helps to identify if settings and customer data have been modified righteously before the changes are live. In addition to Besides Backoffice administrators, users who the have the right to update Roles, are able to can grant approval rights to other users by adding the ‘Content Approval’ permissions to the Permission Mask.

Currently, the approval mechanism can be enabled for the Rewards module and manually registered customer-related events only, but soon we’ll extend the feature to further modules as well.

You can find Find the configuration page of the Approvals module by clicking on the ‘Modules’ icon in the sidebar, and scrolling down to the ‘Extensions’ module categorytype “Content approvals” into the search bar.

Approvals

On the Approvals page, you can find When clicking on the “Approvals” tab, the page opens up to the list of changes that are currently waiting for approval. Users with approver rights will receive an email notification that there’s a new change that should be handled.
To approve or reject a change:

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• Review the modifications and click the Approve/Reject buttons according to your decision. In case you reject a changeof rejection, you can also add a short explanation in the popup that subsequently appears.
  Please note that if more field has fields have been changed, you can’t cannot choose to approve some field changes and reject others, all changes will be approved or rejected.

• Keep in mind that your this action is irreversible.

When a change has been approved or rejected, the user who submitted the change will be notified via email.

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History

Under the The History tab , you can see reveals the list of all the changes that have already been approved/rejected by an approver.

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The main page of the Approvals module is the Settings page where Backoffice administrators can define the basic mechanisms of the module:

• Enabled modules
  You can enable Enable the approval mechanism for each module one by one, by ticking the corresponding checkbox. Currently, the following modules available: Events, Workflow, Reward.

• Notifications: Emails can be sent out after each approval, periodically or never.

• Personnel: Chose the names list of adminstrators to be notified.

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Content Approval records are exportable for audit purposes, available in .csv and .psv formats.

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Under field settings, you can export all fields, instead of checking each one by one. 

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You can ask Ask for the auto-generation of the reports daily, weekly or monthly by choosing “Repeated” as a scheduling option.

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This option is also accessible by navigating to Modules → Loyalty Modules → Extensions → Exports → Create new export. See the documentation on the Exports extension module for more details.