Once a user has submitted a checkpoint, if the Requires Approval option is enabled, the checkpoint needs to be approved by the user's designated approver.
Notes:
• Users in a group that requires a checkpoint approval do not receive a notification when a checkpoint is approved.
• Some features may be restricted based on permissions for your user role.
Open Checkpoint Approval Email
In your email inbox, locate the checkpoint approval request, and click the View Checkpoint button.
View Pending Checkpoint
To download the checkpoint evidence, click the file name link [1]. You can also view the checkpoint submission information which includes the date the checkpoint was submitted, files attached to the checkpoint, and who is assigned to approve the pending checkpoint [2].
Request Resubmission
To request that the user resubmit the checkpoint, click the Try Again link.
Confirm Resubmission Request
In the text field, enter a message to the user [1]. To confirm the resubmission request, click the Try Again link [2]. To cancel the resubmission request, click the Cancel link [3].
Approve Checkpoint
To approve the checkpoint, click the Approved link.
Confirm Checkpoint Approval
In the text field, enter a message to the user [1]. To cancel the approval, click the Cancel link [2]. To confirm the approval, click the Approved link [3].
View Approval Completion
Once the checkpoint has been approved, you will be shown a completion page detailing the checkpoint approvals [1]. To return to the Approvals page, click the Back to My Approvals link [2].