Submitting an Assessment Approval Request

When a Questionnaire has approval workflows enabled, depending on the workflow criteria, questionnaire owners may have to submit their questionnaires for approval before marking them as complete. Please see our help article on Approval Workflows for reference:

This article covers the following sections:

Opening an Approval Request

Approvals will appear as part of the complete assessment flow if this assessment matches an approval workflow.

  1. Click the Complete button to open the complete questionnaire flow.

  2. Within the Complete Questionnaire Window, you may review all approval details and add comments. If the workflow creator enabled selecting approvers as an option during this phase, you will also see an optional Approvers section. Here you can add an approver.

    Note: If the Approver Selection is mandatory, an approver will need to be selected for the questionnaire to be completed.

  3. Click the Submit button to submit the approval request.

    Once submitted, you will return to the Assessment Screen where you will see a "This Questionnaire is Pending Approval" message at the bottom of the screen.

Revoking a Request

For guidance on revoking requests after completing the creation process, please see our help article to reference: