Forms – Approve a Form

Approve or decline forms that show in the Awaiting Approval section of the Forms Library.

  1. From the menu, under Compliance, select Forms.
  2. Click the Submitted tab.
  3. From the list, select the form you want to review. Notice you can't change any items that have already been completed.
  4. Complete any items in the approval section for the shore.
  5. If this form requires you to add a corrective action before you can approve it, the Add Corrective Action button will be visible near the top right of the tab.
  6. Do one of the following:
    • To approve the form, click Approve.
    • To decline the form, click Decline then complete the fields in the Decline this form? window and click Save.