If you have a workflow / approval process configured, you may be included in the approval process.
As an approver you will receive an 'Approvals Management Notification' email which will contain a link which will either take you directly to the form or ask you to log on.
Scroll to the bottom for the 'Approvals Management' section, in particular the 'Approval Signoff'.
Choose the appropriate Approval option form the list:
'Approve'
- The form will move on to the next step configured.
- If configured, the Originator will automatically receive an email to advise them that the form has been approved.
- An 'Approvals Management Notification' email will be sent and it will appear in that approver's ‘To Do’ widget with a status of 'Active'.
- If this step is the final approval step then the form will be automatically finalised.
'Reject and return to previous approver'
- The form is rejected and moves back one step (if configured).
- An 'Approvals Management Notification' email will be sent and it will appear in that approver's ‘To Do’ widget with a status of 'Active'.
'Reject and return to Originator for changes'
- The form is rejected and returns back to the Originator.
- An email will be sent to the Originator and it will also appear in the Originator's ‘To Do’ widget with a status of 'Draft'.
- At this point the Originator would have to log on and re-submit the form by changing the status from 'Draft' to 'Active' for the approval process to begin again.
- By clicking on 'Reject and cancel':-
- The form is rejected.
- The Originator is notified that the submission has been rejected and the form is finalised.
Include any relevant comments about the approval which will be visible within the email correspondence.
Click the Submit button and the form will behave based on your approval choice.