Forms in Process

This article explains how to view prior approval forms in the 'Forms in Process' queue. The 'Forms in Process' queue contains prior approval forms currently progressing through the approval workflow.

1. Ensure you are in the correct fiscal year. Since faculty can submit prior approval forms for various fiscal years, you may need to toggle between years to access and review all forms.
2. Select the Forms in Process button.
3. Use the filters to search through the forms.
   Unit: Select a unit from the list. You'll have access to your assigned units.
   Form: Select the type of form (Cat I, Student Involvement, etc.)
   State: Select the queue where the form is located.
4. The form will display its current status. Click on the form to view its detailed information.
5. Show/hide details: Select the open button to view the faculty's reported effort/earnings.
   Activity Notes: Select the 'Notes' button to add or review activity notes. 
6. Select the 'Export current data' button to download the information into an Excel spreadsheet.