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Edit Pre-Approval Processes

Edit questions that individuals need 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.

Editing a pre-approval process will update it in Go Method and the application attached to it. Make sure that the current process is no longer needed before making changes.

  1. Click Events > Pre-Approvals.
  2. Select a Process Name to edit.
  3. Make updates to the process details: name, description or application.
  4. Click Edit to update the process steps, condition types or reviewers.
  5. Click Update Process.
The pre-approval process is updated and changes are applied to the attached application.