Approve Registers and Forms

As a full user in Assurance, you may be required to approve forms or entries on a register in a workflow from time to time. You could be approving to accept a record into the system, approving through to the next stage or approving the form as a final approver, which will close the form. 

There is also an option to reject the record. Note: the first approver is the only person with the opportunity to do this.

Steps for approving forms

1) Click into the link on the email notification you were sent (this is automatically sent as soon as a form is logged), or login to Assurance and click into the form from your ToDo list

2) This will take you to a detailed approval screen, where you can review the details in the record and approve or reject the form on the right-hand side of the screen, once your responsibilities are complete.

If you reject the entry, you will be forced to provide a reason and select the confirm button once finished.

The entry will no longer show up on your register as Open, but can be found using the Status: Closed filter.

3) If approved, the form will behave based on the workflow you have set up. There may be the requirement for more than one person to approve in your stage, in order for the form to move stages.

If you are not sure of the workflow, you can view it here. 

• If there is an automatic submission for approval, you will not need to manually submit the form for approval into the next stage - just follow the prompts
• If there is the requirement to submit for approval into the next stage, follow the steps in this article
• There may be a new stage but no more workflow in that stage with a 'No approval required' rule. In this case, if it is your responsibility you can close the form when ready, or someone else with full access to the register can close the form.

There is also an option to send the form back to the submitter, if there is insufficient information for you to approve the entry. Note, it has to be a form with a public link for this feature to be available.