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Reviewer Workspace: Forms Button


This article provides an overview of the Forms section. The Forms section is where you will find the prior approval forms that are waiting for your review. In the Forms section, you can also view forms that are in process and forms that have been approved.



Forms Needs My Review

The 'Forms Needs My Review' tab is where you will find all prior approval forms that need your review. 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 review. You can also view prior approval forms across all fiscal years on the Dashboard

Forms Needs My Review tab that lists approval forms that need review

  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.

    adding a note to your activity

  4. Form/Queue - 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 a spreadsheet.

    example of data exported into a spreadsheet

Forms In Process

The 'Forms In Process' tab shows all prior approval forms within your department/unit that have not yet received final approval/acknowledgment. In this section, you will see forms that are at different stages of the prior approval workflow.

Forms In Process tab

Forms Approved

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

Forms Approved tab

Last Modified: 2022-05-23 17:04:24.172984-07