ChartHop for Administrators
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Forms
Form responses workflows

Approving form responses

Approving a form response

As an approver, you will receive a notification and a task that you need to approve a form response. Clicking the task, will take you the profile tab where you can review and then Approve or Request Changes using the buttons at the bottom of the form.

Approval Pending, Unreleased
Approval Pending, Unreleased


Requesting changes

When requesting changes, the approver must leave a comment with details of what should be changed. Once they have added a comment, they can click request changes.

Requesting Changes
Requesting Changes

Notification for requested changes
Notification for requested changes


After the changes are requested, the submitter will receive a notification and a task that they need to make changes to the submitted form response. Clicking on that notification will take them to the form response, where they can click make changes and edit the contents of the form and click Resumbit to restart the approval process. This may continue until the form response is approved.

Making the requesting Changes
Making the requesting Changes


Bulk Approving Form Responses

Document image


Approving all form responses will move them from Awaiting Approval --> Approved/Awaiting Release.

To bulk approve forms:

  1. Go to the form that you want to approve within the Review
  2. Click the overflow menu and select Approve all form responses
  3. A confirmation modal will appear stating that all responses will be approved. Click Confirm to approve the responses.
  4. A notification will be sent to the person who submitted the form notifying them of the approval. An approval ✔️ with the name of the person who approved the forms and the time that they approved them will appear on the form response card.
Approve all form responses confirmation
Approve all form responses confirmation