How to Review/Approve an eForm
Forms are routed through a workflow so that they can obtain the necessary approvals before being processed. Below are instructions on how to review and approve/deny a Registrar eForm.
1. Access the form that is awaiting review
Option 1: Via an Email Notification from [email protected]
In most cases*, an email notification is sent to the individuals who need to take action on a form. The email notification indicates the type of form that is awaiting approval and a link to approve the form. Click the link to access the form that is awaiting review.
*Designated alternate approvers may be able to approve the form, but do not receive a notification email. These users use Option 2 when the primary approver is unavailable.
Option 2: Via the Review/Approve Registrar eForm search
Reference How to Find Pending eForms Needing My Approval for more information. These instructions will show you all forms that are currently awaiting your approval.
2. Review all content on the form
Review each section of the form to ensure that information is accurate. Ensure that the request does not violate any university policies or procedures. Sample items to check:
- Is the correct course/student/information selected?
- Are there any comments at the bottom of the form?
- Is the change appropriate?
- Does the change violate any university policies or procedures?
- Are there any changes that are being proposed that should be discussed with the submitter before being approved? (Also reference How do I find out who submitted this form?)
3. Update any required fields
Some forms may require you to enter information as an approver, such as a last date of attendance. You must submit this required information before approving a form.
4. Click Approve or Deny
Comments placed on this form are subject to review by the student per FERPA and are maintained in the student's record.
It is important that you leave a Comment when denying a form. This can communicate to the form submitter why you have denied the form.
If you click Deny, the form workflow will end. A notification goes to the submitter and all prior approvers of the form. The form will have to be resubmitted if needed.
Confirmation page of approved form:
5. Await Final Notification
As soon as a form has been denied or processed, you will receive an email notification. You can always Review the Status of an eForm to see who has not yet approved the form.
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