Admin|How to configure pre-consultation settings for approval applications

This tutorial shows how to configure pre-consultation settings for a selected approval application.

Go to the "User Menu" and click "Configuration."

Select the approval application under the "Categories" section.

You can decide whether your application will have the pre-consultation as optional, required, or not applicable.

Select the appropriate option from the drop-down menu under the "Pre-Consultation*." 

  • Optional
  • Required
  • Not applicable

Optional means that applicants can choose whether to request a pre-consultation for approval.

Required means that the pre-consultation is a mandatory process for approval.

Not applicable means that the pre-consultation is not relevant for the selected application.

You can also write instructions for the pre-consultation. See instructions here.


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