Configuring Approval Process Step Names

In order to solve a problem where the “Current Approval Process Step” did not always show the correct number, we have instituted a naming convention for Approval Process Steps that puts the number of the step into its name, at the end, in parentheses; for example “Admissions Counselor Review (Step 1)”.

We have created a button that will automatically update your approval process step names to conform to the new convention. To use the button follow these steps:

1. Navigate to the “Bulk Assign Applications” tab
2. Scroll to the bottom, where you will see a button called “Update Approval Process Steps”
   
   
3. Click the button

This will append “ (Step N)”—where N is the number of the step—to the end of every approval process step that does not already have it.