Approve a Form Request
If an approval workflow is assigned and you are involved in the approval process, you can follow the steps in this section to approve or reject forms that a pending your action.
Step 1. Go to .
Step 2. Click .
Step 3. Select the tab ‘Approval’.
Step 4. Go to the ‘To do’ tab to see the list of forms pending approval.
Step 5. If your configuration allows for approvers to update submitted forms, you will be able to edit by clicking on the icon.
Step 6. Add remarks by clicking on the icon. This will allow you to add messages about the form.
Step 7. Click on the icon to view the details.
Step 8. View the form’s details and list of approvers.
Step 9. Select either or
as required.
Step 10. To view a list of all forms that have undergone approval or rejection, go to the ‘History’ Tab.