Viewing the Status of Work That's Been Forwarded for Approval or Feedback
Whilst you're waiting for your team members or colleagues to respond to work that you've forwarded for approval or feedback, it may be handy to know that there are a range of tools in admation that you can use to ensure that your work is approved on time. Keep reading for more information on:
- Seeing when someone's viewed but not responded to your request,
- How to send additional reminders prompting users to respond,
- Acting on behalf if you've bumped into someone in the hallway or gained approval by alternate means
Whether you have full access to a project, or access to your approval only, this guide provides you with two key ways to access more information on work that's been forwarded for approval or feedback.
Viewing the Status of Work When You Have Access to the Project
As the person forwards work to other people for review, it may be handy to keep track of how that approval is progressing. To view the status of work that's been forwarded for approval or feedback, head to the Projects list and access your project.
Then click into the Blue Arrow Icon next to the Approvals heading.
For the item you'd like to review, click the blue information icon .
Viewing the Status of Work that's been Forwarded
When you've forwarded work for approval or feedback, you'll notice a forward icon. The forward icon will often show a summary status, alongside the number of times the item has been forwarded by you.
Click on it to view more information about the status of the forwarded item.
Note that other users on the project team won't see this icon next to your name*, only that your approval is pending.
*The exception to this rule is a forward where you are part of an ANY approval within a group. In this instance, other users in the group will also be able to see your forward.
In the example below, we can see that Mel was sent work for approval.
Mel has forwarded work 3 times.
- In her first forward, Mel forwarded to Aurora and Bea for their approval. Aurora has approved the work, but Mel is still waiting for Bea to approve.
- In her second forward, Mel forwarded to the Marketing group for approval. We are still waiting for marketing to respond.
- In the third forward, Mel forwarded to Jett and Ben for feedback. Jett has given positive feedback, whilst Ben has provided negative feedback.
By default, the forwarding summary status shown next to Mel's name will always indicate the most negative response received, in this case negative feedback.
Mel will need to collate the feedback once she has received all responses to close the loop, and to send all feedback back to Kayla Boss.
Viewing Additional Information on Forwards
By default, what shows here is a summary of the work that's been sent. You may click the blue i icon in this pop-up in order to view a similar page for the forward workflow specifically, which will include the submission details, approval status and date stamps for the forward sent off.
You can also click the settings icon next to each person's name to act on behalf of the users, or send reminders out.
Viewing the Status of Forwarded Work Without Access to the Project - Forwards Tab
You can also view the status of work that you have forwarded off from the full screen approval view.
After you forward work for approval or feedback, you can find a quick summary of forwarded work via the Forwards tab in your Full Screen approval view. This view may be most helpful if you only have access to the approval view, and not the project. It's also a quick way to gauge who's responded to your forward request.
Start by accessing your approval. From the full screen approval view, ensure that the Forwards tab is highlighted along the right side of your screen. By default, you'll only see the users who have already responded to your request. You can also click the link to Show All Approvers to see the remaining users who may not have responded yet.
The status icons will give you a high level overview of whether people have looked at, approved or requested changes on the work.
From this page, you can also view Details of that forward. Alternatively, you may click the Settings Icon next to your name to Remind All approvers to action the work.
For each individual user, you can manually Send Reminder messages or Act on Behalf of specific users to approve the work.
Viewing the Status of Forwarded Work Without Access to the Project - Approvals Menu
For any work that you've forwarded for approval or feedback, you will be able to access its information under the Sent tab in your approvals menu. Start from the homepage, by clicking the link to your Sent Approvals.
Note that the screen shown is the Approvals menu under a Sent tab.
Anything that you have forwarded for approval or feedback will be displayed under this Sent tab. Click the blue information icon for more information on your forwards.