Follow

Approving / Rejecting I-Forms

WebOffice4Schools provides many useful functions, including accepting or rejecting submitted I-forms.  In addition, I-forms can be set up with multiple levels of approval. WebOffice4Schools will automatically advance the request to the next level of approval.

This tutorial will describe the process of accepting or rejecting a single I-form or multiple I-forms within WebOffice4Schools.

Dashboard

Dashboard

The Dashboard shown above is the beginning point of the process of accepting or rejecting an I-form.    

The Toolbox dropdown menu will provide access to the Accept / Reject I-forms function.

Approving I-forms Individually

Approving I-forms Individually

Once Accept/Reject I-forms has been chosen from the Toolbox dropdown menu, a screen similar to the above will display.  If no I-forms are waiting for a decision, the screen will read:  You currently do not have any I-Forms to Accept or Reject.

The first column identifies the name of the I-form.  This will come in handy if you are responsible for the approval of more than one.

The second and third columns identify who was signed in when the form was submitted followed by the date submitted.

The Accept / Reject column provides a link to the window below where the form can be accepted or rejected.

The View link allows you to simply view the responses to the completed I-form without taking any action.

Viewing Details and Approval Process

Viewing Details and Approval Process
  1. After clicking on the Accept / Reject link, the details of the form are displayed.  The items with responses as well as the Approval Process are shown.
  2. Each name under the Approval Process is a hyperlink to their email.  
  3. A Comments section is available so you can provide details about why this form was approved or rejected.
  4. The Approve and Reject buttons are at the bottom and pretty much do what you would expect them to do.

Once you have clicked Approve or Reject, the above screen displays letting you know the form has been processed and sent to the next level if applicable.

A link to **Accept / Reject I-forms **is also available and will return to the list of submitted I-forms.

Approving Multiple I-forms

Approving Multiple I-forms

Often it is efficient to approve several I-forms at a time.  The check box within the header will activate all forms listed below. Another option is to select items individually, say the first and third forms.  

Either of these options will display an additional button within the header that allows for this multiple approval/rejection.  

All forms selected in the previous step are listed here.

The View link on the right will display the details of the form.  

Approve or Reject buttons are displayed at the bottom and when chosen, will approve or reject all forms shown above.

Once you have clicked Approve or Reject, the above screen displays letting you know the form has been processed and sent to the next level if applicable.

A link to Accept / Reject I-forms is also available and will return to the list of submitted I-forms.

Additional Support

Thank you for taking the time to learn more about WebOffice4Schools.  We hope this application will become a highly useful tool to your district.  Please contact 4Schools Support with any questions.  

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk