We’re rolling out a number of improvements to our online forms over the next week or so, and first up is the ability for someone to Not Approve a Parent Slip or School Form.
Our schools already make great use of the form workflows, especially to ensure that the appropriate staff members have approved a form before it is distributed or moves to the next step.
For example, perhaps the Business Manager needs to approve an excursion permission slip before it is sent to parents; or the HR Manager needs to approve a staff member’s leave request.
It’s become obvious to us that not everything is going to be approved the first time; up until now we’ve generally recommended this be an offline process – the approver might contact the requester outside of ParentPaperwork to advise that something about the form needs to be altered.
But now this can happen on the workflow within ParentPaperwork. Whenever a User is asked to Approve something there is now also a button to Not Approve.
Clicking the Not Approve button opens a window where the Approver can enter a comment or feedback about the reasons for not approving the form.
When the Go button is clicked the form is sent back to the person on the Send for Approval step, and new Send for Approval and Approve steps are displayed, along with the comment. The status of the form is changed to Not Approved.
An email notification is sent to the person on the Send for Approval step advising them they need to take action, the email also includes the comment.
This cycle of Send for Approval/Not Approve can loop endlessly until the Approver is satisified and clicks the Approve button.