Reviewing applications as an approver

Reviewing on the dashboard

The applications dashboard allows users to create approval workflow applications and view the status of any existing applications. As an approver, you can also view and complete actions for any pending applications.

You can sort, filter and search your applications to find exactly what you are looking for. The dashboard displays the following information:

• Application ID: This is the unique ID associated with your application
• Application title: The title you gave the application
• Application type: The type of application you submitted
• Submitted on: The date the application was submitted
• Overall progress: Application progress can be one of the following:
  • Draft: You have not yet submitted the application
  • Pending: You have submitted the application but it has not yet been reviewed
  • Completed: Your application has been approved
  • Withdrawn: You have withdrawn the application
  • Rejected: Your application has been reviewed and rejected

Any of your existing applications can be edited, cloned or deleted by clicking the icon of three dots () to the right of the Application ID in the applications table. The actions available will depend on the overall progress status.

Reviewing an individual application (as an approver)

As an approver, you will have applications that require action from you. On the applications dashboard you will see a number of cards for applications that are awaiting your response. You will also see a table of all applications, and you can filter for Applications from others to see the applications where you are not the subject. 

To review an application, follow these steps:

1. Click Applications in the top menu bar. 
2. Click the Respond button on the card you wish to review. You will now see the application.
3. In the right-hand panel you can click the Comments tab to leave a comment on the application. 
4. By clicking the icon of three dots () in the upper right-hand corner and selecting Edit, you can edit the answers given in the application form. Remember to click Save when you are finished.
5. In the Actions tab you will see one button to Approve and one to Reject the application, depending on your decision:
   • If you click Approve then the application is approved and there is nothing more to do.
   • If you click Reject you will then be prompted to enter the reason for rejecting the application - after which you will need to click Confirm. The rejection reason is then displayed in the Comments tab.

You can also click View Level X approvers before making a decision to see any other approvers at the same level as you. Once you click Approve this will change to the next level up, and you can click it to see the approvers in the next level.

Commenting on an application

As an approver you can comment on a user's application. Other users involved in the application can then reply to comments. To add, edit, delete, view, or reply to a comment, follow these steps:

1. Open the application dashboard.
2. Click on the application for which you wish to interact with comments. 
3. Select the Comments tab in the right-hand panel.

From here you can:

• Add a new comment by typing in the Enter a comment box at the bottom, then clicking the Post button
• Reply to a comment by clicking the arrow icon underneath it, then typing your response in the Enter a reply box and clicking the Post button
• Edit or delete an existing comment you made by clicking the icon three dots () to the right of the comment