Create Pre-Approval Processes
Create questions for individuals to answer before they apply for trips.
- You must be a Go Method admin to do this.
- You must have an existing application question.
- You must have an existing profile question.
- You must have an existing reference question.
Before proceeding to the application, individuals must answer all of the questions in this process. Those who meet a 'stop condition' based on their answers are paused for admin review.
- Click .
- Click + New Process.
- Create a name for this process and add a short description.
- Select the application for the pre-approval process.
- Click + Add Step and create a Step Name.
- Click + Add Condition and select a Condition Type.
- Choose if the 'stop condition' is triggered by All or Any condition in the step.
- Select a question and answer for the Condition Type.
- Choose if the 'stop condition' is triggered by All or Any answers in the Condition Type.
- Select reviewers for applicants who meet stop conditions.
- Click Create Process.