NEW: How to: Manage Experiences that “Need Review”

Jade Pathe -

Needs Review is a status that is assigned when a Reviewer declines an Experience or their time to approve expires.

This article will walk through the steps you need to take to restart the process as a Career Services user, so that ultimately 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, it means it requires some sort of action/management from a Career Services staff member.

The number of Experiences in the Needs Review status will be indicated on the Experiences list page. The reason that the Experience is in the Needs Review state is also listed in the Reason column.

Reason_for_Decline.png

How to manage the process once it has been halted

  1. Select an individual Experience that Needs Review
  2. Navigate to the Approvals tab
  3. Review the Approver that declined or expired, you have a few options for how to proceed: decline the Experience, Restart the Approvals or manually update the Approver status (as a Career Services user)

Decline the Experience

  1. Click Decline Experience from the status section at the top of the page

Restart the Approvals

  1. Click Restart Approvals from the status section at the top of the page
  2. This will send an approval request to the first Expired or Declined reviewer and reset their time to approve to what you have defined in the template
  3. The approvals will then go in order from where they were halted

Manually update the Approver status (as a Career Services user)

  1. Click into the relevant Approver
  2. Click Add Responses 
  3. Fill out the approval form and select the correct status
  4. Add_Responses.png

 

FAQ

  1. What happens if I Resend an Approval email when the Reviewer status is Declined or Expired? 
    1. They will not be able to respond - you will need to Restart the Approval process in order for this to work correctly
  2. How do I manually update the status of the Experience to Approved?
    1. Edit the Experience
    2. Change the status to Approved

 

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