Approvers Engaging with the Workflow on Mobile

In this article:

• View Form Request
• Accept or Decline a request

View Form Request

Once the field worker or the submitter has completed the form, they will submit it for review by the manager or approver. The approver will have the ability to review the information provided in the form and accept or decline the form 

To do this:

1. Log in to your Mobile App
2. There are a few ways you can review the form request
   1. Click on the Pop up notification
   2. Through the Messages section from the menu bar
   3. Directly from your To-do list
3. Click on the Form to review

Accept or Decline a request

The Approver will have the ability to accept or decline the form request. If the form meets all requirements, it will be accepted or if the form is incomplete or inaccurate, or if it does not comply with relevant policies and procedures, it will be declined. The field worker or the submitter will be notified accordingly. 

To do this:

1. Log in to your Mobile App
2. Go to the Messages or To-do list section to review the form
3. Click on the form to open it
4. Review the form
5. Scroll to the top of the form to Accept or Decline the form
6. If the form is approved, no further action is required. If the form is declined, the approver must leave comments for the submitter to review and resubmit the form