Legacy View: Managing the Approval Process After an Experience "Needs Review"

The approval process on Experiences will halt if an approver has missed their approval deadline, if they declined the Experience, or if they didn't receive the approval email. This article will walk through the steps you need to restart the process as a Career Services user, so that the Experience can be approved on time!

Indication the process has been halted

If you see any experiences that have been updated to "Needs Review", this means that the approval process has been halted and action is required by a Career Services staff member.

If any of the contacts decline the Experience or a deadline is missed, emails will no longer be sent out and the status is automatically set to "Needs Review". When this happens, you will be notified of the status change and will need to make the necessary updates to keep the process going. 

This is how the status will show on the main table on the Experiences page:

If your view is different from the above, you have the newest Experiences version and will want to check out this article for Managing Experiences that "Need Review".

How to manage the process once it has been halted

1. Select an individual Experience to manage

2. Navigate to the Approvals tab

3. Identify the reason why the Experience has halted.

Here are a few possible reasons, along with actions to take to keep it going:

Expired

If the status of an approval is expired it will show under the individual approver. In this instance, the approval process halted at "Ad Visor" because the approval email was sent, but the advisor missed the deadline for approval. 

Declined

If the status of an approval is declined, it will show under the individual approver as well. In this instance, the approval process halted at "Ad Visor" because the approval email was sent, and the advisor declined the experience information, for some reason.

The approver has the option to add a comment along with the status update. This would show under the "comment field," shown below:

4. To update and re-start that approval process, select the pencil icon next to the approver's name to edit the information:

5. Change the status to Pending

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Note: Directly updating this status will not send out any emails

6. Select the Save button

7. Navigate to the top of the page and select the Edit tab

8. Change the status of the experience to Being Approved and then click Update Experience 

7. Once saved, select the Send Approval Email button for that approver where the process was halted:

This will restart the approval process.

8. Alternatively, you are able to copy the unique approval link for that approver and send it as an external email, if necessary:

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If you have any additional questions about the overall workflow, explore these resources:

• How to Kick Off the Approval Process for an Experience
• How to Assist Approvers Who Are Not Receiving Experience Evaluation Requests