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Workspace Overview: Forms & Activities


This article provides an overview of the 'Forms & Activities' section. The Forms & Approver section is where you will find the prior approval forms that are waiting for your acknowledgment/approval. In the Forms & Activities section you can view: 

  • All prior approval forms in your queue
  • Forms approved
  • All activities

Forms & Activities

The 'Forms & Activities' tab is where you will find all prior approval forms that need your acknowledgment/approval. The prior approval forms are listed by fiscal year. You may need to toggle between fiscal years to view all prior approval forms that are waiting for your acknowledgment/approval. To view forms across all fiscal years, use the Dashboard

approver workspace

  1. Fiscal Year - The forms are listed by fiscal year. You can toggle between fiscal years to view all forms that need to be reviewed.
  2. Activity List - List of activities waiting for your review.
  3. Activity Notes - You can view and add activity notes by selecting the notes icon. The notes field is a way for faculty, reviewers, and approvers to communicate about an activity. Notes are not private and may be read by faculty, reviewers, and approvers with access to the activity. When adding a note, you can choose to email the faculty a notification.

    form for adding an activity note

  4. Form- These are the forms awaiting your review. The current status of the prior approval form is listed on top of the form. To review the form, you would click on the form.

  5. Export Current Data - Click this button to download the data into an spreadsheet.

    example of data exported into a spreadsheet


Forms Approved

The 'Forms Approved' tab shows all prior approval forms within your department/unit that have received final approval.

forms approved tab that shows approval forms within the department/unit that have received final approval


All Activities

The "All Activities" tab shows all activities regardless of the status. 

all activities tab that shows all activities

Last Modified: 2022-02-23 15:29:47.359387-08