How do I Approve or Un-Approve a Staff Action Plan Monthly Report

To Approve or Un-Approve a Staff Action Plan Monthly Report...

• Click on the eye on the Staff Action Plan Monthly Report you wish to view:

• Click on the Monthly Report Status:

• Have the required individuals Sign off on the document, providing their approval:

• Once the required approvers have signed the document, the Approve button will highlight.

• Clicking on Approve will change the status of the Monthly Report and will lock it from further changes, but you can still change status and add notes and files.

• To Un-Lock / Un-Approve the Monthly Report, click on Approved, and confirm the unapproval of the report and the removal of the signatures:

The report will no longer be Approved or Locked:

Changes to signatures and approval statuses are all logged in the Audit Trail.

A user must have the EDIT Staff Action Plan privilege to UnApprove a plan.