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    Approving forms
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      Approving forms

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        Approving or Rejecting a dFac Form

        ... in the dFac Worklist:

        To approve a dFac form in the dFac Worklist:

        1. Click on the form Description to review the form submission.

        2. Click on the Notification number to open up the Worklist details box.

        3. Choose Approve.

        If working remotely, Approvers must be on VPN to see form attachments.


        ... in the Universal Worklist:

        1.   First, assign a form labeled “Approval Required” to yourself by clicking the link in the Subject column. Or, you can select the row in the Universal Worklist and click the Launch Task Page button, and then click the link to see the form.

        When you assign an item to yourself, its status changes to “In Progress.”

        Once you select a form in the Universal Worklist, no other approvers can see or approve the form unless you cancel the assignment, as described in the previous section.

        2.   View or add comments by clicking the expand icon on the right side of the Comments section. You can type in new comments and read the old comments entered by the initiator or other approvers in the workflow.

        3.   Ensure that the Preview pane is enabled; if it is, you’ll see information about the selected form in the bottom pane, as illustrated above. If not, click the magnifying glass icon  in the upper right corner. The icon looks like this  when the Preview pane is enabled.

        4.   Click one of the following buttons:

        Approve      Approves the form and sends it to the next approval step. If you are the final approval step, approving the form completes the approval process.
        Reject          Closes the form permanently; the initiator cannot edit the form and re-submit it.
        Back to initiator  Returns the form to the person who created it, so that they can edit the form and re-submit it. Be sure to enter comments about why you are returning the form for changes or more information.
        Close windowCloses the form without any action. Remember to cancel the assignment if you want other approvers to be able to see and approve the form.

        4.   You’ll return to the Universal Worklist.

        Note: Be sure to click the Refresh icon after every action to update the Universal Worklist with the new form status. If working remotely, Approvers must be on VPN to see form attachments.


        About the Universal Worklist

        The Universal Worklist is the page for approving both dFac and iForms workflow items. If any form needs your approval, you’ll find it in the Universal Worklist. Also, any forms you save as drafts are saved on the Universal Worklist. You can use either the dFac Worklist or the Universal Worklist to approve dFac forms but only the Universal Worklist to approve iForms.

        When you select and open an item on the Universal Worklist, that item is assigned to you and no other users can see or change that item. Right-click on the item and choose Cancel Assignment to make the item visible in the Universal Worklist to other users. You may need to refresh the window first.

              

        Approving Faculty Actions

        Chapter 4 of the Faculty Handbook details potential stages of a faculty member's career including (but not limited to) appointment, reappointment, promotion, time away, departure or retirement. Administrative steps and approvals for these actions are detailed in the faculty procedures manual.  

        Reference the Required Documentation section of the OFFA website for what needs to be submitted with each faculty action.

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