How Do I Approve, Acknowledge, or Complete a Task in a Form?

If you have been designated as a reviewer (Approve, Acknowledge, or Task step) on a Kuali Build form, you will be notified by email when you have a submission to review. 

You will also be able to see forms you need to approve or acknowledge from your Action List.

When assigned an Approval you will be able to approve, deny, or send back the submission to the submitter or a previous reviewer. Approvals will pause all other steps in a workflow until a decision has beed made.

When assigned a Task you will be able to mark complete or send back the submission to the submitter or a previous reviewer. Tasks will pause all other steps in a workflow until a decision has beed made.

When assigned an Acknowledgement you will simply be able to indicate that you have seen the form. Unlike an approval, an acknowledgement does not pause the workflow until the submission has been reviewed. The workflow process will continue on with any subsequent steps.  If the workflow completes before the Acknowledgement can be taken it will cancel outstanding Acknowledgements.

How do I approve a form?

• Click on the Action List icon in the toolbar, and then select the form you need to approve.
• Review the form submission in the middle of the page.
• In the Actions Panel on the right side of the screen, you will see a list of actions you can take with this submission.
  • Back and Next will allow you to navigate between the pages of the form if the form has multiple pages.
  • Approve will allow you to approve the form and add comments. 
  • Save will allow you to save the form so that you can return and finish approving at a later time.
  • Send Back will give you the option to send the form back to an earlier step in the workflow or to send it back to the person who submitted the form. You may add comments during this phase as well. 
    
  • Deny will allow you to reject the form and add comments.
  • To understand where a submission is at in the workflow process, see How do I see where a submission is in the workflow process? for more information. 

How do I acknowledge a form?

• Click on the Action List icon in the toolbar, and then select the form you need to review.
• Review the form submission in the middle of the page.
• In the Actions Panel on the right side of the screen, you will see a list of actions you can take with this submission.
  • Back and Next will allow you to navigate between the pages of the form if the form has multiple pages.
  • Acknowledge will allow you to indicate that you have seen the form.
  • Save will allow you to save the form so that you can return and finish viewing it at a later time.

How do complete a Task in a form?

• Click on the Action List icon in the toolbar, and then select the form you need to review.
• Review the form submission in the middle of the page and complete whatever fields or areas in the form you were instructed to fill out.
• In the Actions Panel on the right side of the screen, you will see a list of actions you can take with this submission.
  • Back and Next will allow you to navigate between the pages of the form if the form has multiple pages.
  • Mark Complete will allow you to indicate that you have completed the task for the form.
  • Save will allow you to save the form so that you can return and finish editing it at a later time.