Review a Pre-Approval Request

When a pre-approval request is assigned to you for review, it will display in your inbox and you will also receive an e-mail notification.

The pre-approval request SmartForm contains the information needed to complete your review. You can click the View Pre-Approval Request button to view the pre-approval request. The pre-approval request contains two key pieces of information to use when making a determination - the entity and the activity.

The pre-approval request can have a series of review stages depending on your institution's settings. The pre-approval request can have several intermediate stages and a final stage.

To submit an intermediate review for a pre-approval request

1. From My Inbox or the Pending Requests tab on the Requests page, click the name of the pre-approval request you want to review.

2. Click Submit My Review.
   
   

3. Based on your decision, select Yes or No to the question "Do you recommend.....?"

   Note: The input you provide will be used when making the final determination for this pre-approval request.

4. Based on your institution's settings for an intermediate review stage, you may get an option to disapprove the pre-approval request and skip all later review stages. If you select to skip the final steps, your decision is final and all subsequent review stages will be skipped.

5. If required, type a comment and add supporting documents.

6. When finished, click OK.

The pre-approval request moves forward in the review process.

To submit a final review for a pre-approval request

1. From My Inbox or the Pending Requests tab on the Requests page, click the name of the pre-approval request you want to review.

2. Click Submit Review.
   
   

3. Select your determination for this pre-approval request. The available options are:

   • Approved

   • Disapproved

1. If required, type a comment and add supporting documents.

2. When finished, click OK.

An e-mail notification is sent to the requestor with the determination.