Listening Event Approval: Administrator and Creator Workflows | Point-In-Time & Lifecycle

Depending on the permissions a Platform Administrator has assigned to Creator users (individually or within a group), event creators may need to submit their listening events to an administrator for approval prior to launch.

This article walks through:

• The Creator Workflow
• The Administrator Workflow
• Declined Approval Requests

To view an overview video:

• Overview Video

The Creator Workflow

If approval is required for launch, the event creator is prompted to send the event draft for approval during the Launch phase in the Event Builder. When the draft is submitted, the Administrator receives an alert in the platform. The event cannot be launched until the Administrator approves the draft.

1. Navigate to the Launch phase for your event.

From within the Event Builder:

1. Click Launch in the left panel.

From Listen:

1. In the Live Events section or the All Events section, click Manage Event for the event you want to launch.

The Event Builder opens, displaying the Overview page.

2. In the left panel, click Launch.

The Review tab displays, showing a high-level summary of your event.

2. In the Status section, click Send for Approval.

The status updates to Waiting for Approval.

Note: If needed, you can rescind the submission (for example, to make changes) by clicking Unsubmit.

After the Administrator approves the event, the status changes to Approved. At this point, you can make the event active so it can be launched.

For details about launching an event, see the Launch Your Listening Event | Point-In-Time & Lifecycle article.

The Administrator Workflow

After a Creator submits a draft listening event for approval, the Administrator receives an alert in the platform, either in the notifications area, the Alerts option in the navigation bar, or both.

Note: The Administrator must be logged in to the platform to see the notification.

Clicking the Review button in the alert opens the event and the Administrator can review its content throughout each phase in the Event Builder. After reviewing the draft, the Administrator can either approve or decline the approval.

1. Log in to the Perceptyx Platform.

The approval request appears in the notification area on the Home page (if it’s the most recent notification) or as an alert in the navigation bar.

2. Click Review in the alert.

The event draft opens in the Event Builder.

3. Click through each phase and review the event. 

4. Click into the Launch phase.

5. Click Event Options (top right), then click Approve/Decline.

The Manage Approval dialog box appears.

6. Select Approved or Declined, then click Send Response.

A success banner appears, and the Status changes to Approved or Declined, as appropriate.

7. Click Save and Exit (top right).

If approved, the Creator can now launch the event. If declined, the Creator can revert to draft, modify the event, and submit for approval again.

Declined Approval Requests

If your request is declined by the Administrator, a Declined indicator displays in the Event Builder and the phases after Invite are no longer available.

To modify your event, you must first revert to draft mode. After you make your changes, you can again submit the event for approval.

Note: The Event Administrator can also revert the event to draft for you.

1. Click Event Options, then select Revert to Draft.

2. Click Confirm in the confirmation popup.

The event is returned to draft mode and all phases of the Event Builder are again available.

3. Modify your event as needed, then submit for approval.

Overview Video