Video: Approve a Questionnaire Submission

This video shows how to review and approve a questionnaire after it has been submitted.

Welcome. In this video, we’ll walk through the process of approving pet week registration. We’ll log in as the manager to review and approve the task.

We are now logged in as the manager responsible for approving this request. You will have an awaiting action in

My Tasks

. We’ll select on the task to open it and review the request. As the manager, you can change the date if needed; for example, if the employee mentioned date is not suitable after discussing it offline.

After reviewing it, you can either send it back for any changes or you can approve. You can also add comments before approving. We’ll approve this now. The request will now go to the HR partner for the next step in the process.

Now, we’ll log in as the HR partner, Dawn Myers, to complete the final approval. Again, you will have an awaiting action in

My Tasks

. The HR partner will also review the request. After reviewing it, they can either send it back for any changes or they can approve. The HR partner approves the request, completing the approval chain.

Now we’ll log in as the employee to close the request. In their inbox, the employee sees a new task. Now the employee can close this request. Before closing the request, the employee must select the resolution and then select submit to close the request. And that’s it, the request has been approved and closed.