Approving a form

If the Forms process has been set up to require manager approval for Team Member forms, as a manager you receive an action to approve each form submitted by a member of your team:

To approve a Form:

1. Select Approve Forms in the Actions list:

   

   WX displays the submitted form:

   

2. Check the form. You can:

   • Approve the form. Select Approve.

     The action to approve the form is removed from your Actions list.

   • Reject the form. Select Reject.

     The action to approve the Form is removed from your Actions list.

     If the form is still required, the Team Member must create and submit a new form.

   • Close the form without taking any action. Select Cancel or Close.

     The action to approve the form remains on your Actions list.