You can view the approval status of all of your Folios in your Folio view, by adding the Approval Status flag as one of the columns in your view.
You can do this by:
- Clicking on either Folios as a whole or selecting the Folio Category (e.g: Contracts) or template (e.g: Funding Contract).
- Click on the ellipsis and select Configure Columns:
- Type 'Approval Status' and select and add to your view. You can drag and drop the field to where you would like it to appear. Click on Save
- Your Approval Status will now appear as one of your columns and you will see Green, Orange and Red dots appearing - Green indicates that it has been successfully approved, Orange indicates approval pending and Red indicates that the approval has been rejected.
- You can click on the dot and a pop up will appear giving you full details of the Approvals. If you are one of the approvers you will be able to Approve or Reject the move to the next stage by clicking on the Approve or Reject buttons.