Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact [email protected] to learn more.
In this article:
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:
Log in to your Mobile App
There are a few ways you can review the form request
Click on the Pop up notification
Through the Messages section from the menu bar
Directly from your To-do list
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:
Log in to your Mobile App
Go to the Messages or To-do list section to review the form
Click on the form to open it
Review the form
Scroll to the top of the form to Accept or Decline the form
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