Step 1: Access the Form Portal
A. Navigate to the SharePoint Forms page for your department. Each department has its own dedicated SharePoint Forms tab to easily access the Form Portal.
B. After an employee submits a form requiring approval, you will receive an email with a direct link to the Form Portal.
Step 2: Review and Approve/Deny Submissions
A. From the Home Screen of the Form Portal, click the "Request Approval" button in the form header to open the Approval Screen.
B. Use the drop-down menu on the left-hand side of the screen to filter submissions by status (e.g., “Pending”).
C. Review all pending requests in the gallery under the drop-down menu.
D. Use the Quick View window on the right-hand side for a brief overview of each request.
E. To view detailed information for a specific submission, click the "More" button in the Quick View header to open the full form details.
F. At the bottom of the screen, use the Approve or Deny buttons to take action on the submission.
Return to Home Screen: Click the "Home" button at the top of the Approval Screen to go back to the Form Portal's Home Screen.
Return to Department Site: Click the corresponding department button at the top of any screen within the Form Portal to navigate back to your department site.
