How to Setup Report Approval Workflows

This guide provides a straightforward approach to setting up report approval workflows, essential for ensuring accountability and oversight in report submissions. By following the steps outlined, users can easily configure the approval process, select appropriate approvers, and manage their workflow efficiently. It also highlights key requirements for supervisor and licensed supervisor approvals.

Noteable Support
9 steps

Mynoteable

Click "Administration"

Under the "Programs" tab, click into the Program you are looking to setup report approval workflows for.

Find the Report Template you would like to setup Approval Workflow for and select the checkbox next to it.

Click the Edit Pencil that appears.

Scroll down the Report Template Settings until you get to "Requires Approval", switch this item to "Yes" to turn on approval workflows.

Once you've selected "Yes" the Approver options will show.

Check the boxes next to the approvers you'd like this report to be sent to. **Note: You can also click and drag these items to re-order the approval workflow, if applicable**

**There are three Approver options;** **Supervisor:** This will send the report directly to the staff listed as that report author's Supervisor in Noteable. ***When selecting this please be sure that all staff not listed as a Supervisor themselves have an assigned Supervisor, this will now be a requirement for them to enter this report.*** **Licensed Supervisor:** This will send the report directly to the staff listed as that report author's Licensed Supervisor in Noteable. ***When selecting this please be sure that all staff not listed as a Licensed Supervisor themselves have an assigned Licensed Supervisor, this will now be a requirement for them to enter this report.*** **Documentation Reviewer:** This will send the report to **all Documentation Reviewers on staff**. If you have multiple staff with Documentation Reviewer Access, it will show for all of them and act as first come first serve for who approves the report.

Click "Done" to save the changes made.