How to Review & Take Action on Forms

Last Updated: April 22, 2025

Overview:

This article aims to guide how an approver will be notified of any forms that require their attention, as well as how they can take action (approve/reject) a form via Omni. For this example, we will take the submission of a Request for FWA.

Reviewing & Approving Forms

Email Notification - to Approver

• As an approver of a form, you will be notified of a submission via email

• Clicking on Review Form will direct you to the submitted form. You may then review and click Approve or Reject

Form approval via To-Dos

• Approvers may also review pending submissions via To-Do > Forms tab
• You can click on the specific submission to review the form and click Approve or Reject

• Once a form is approved, it will still be available for view under All sub-tab
  
  
• If a form is rejected, a pop-up will appear prompting the approver to provide a reason for rejection

• Once a form is approved or rejected, the submitter will be notified via email as well on the status.

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