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Faculty can create store products, ticketed events, fundraisers, and fees and submit them for approval directly from the product editor by launching a compliance form and linking the item in the submission.
This eliminates the need to navigate to Compliance separately first. The submission starts with the product itself, then guides the faculty user through the approval form.
Submitting for approval
From the saved product, fundraiser, ticketed event, or fee, open the action dropdown next to Save Draft, then select Submit For Approval.
In the Submit for Approval window, select the compliance form you want to use.
The system opens the compliance form. Review the form and complete any required fields, such as the submission title and approval request details.
In the Select the item you want approved section, click Add Item.
Choose Add Givebacks Item.
Note: If you need approval for an item created outside of Givebacks, select Add item from outside of Givebacks, and provide a link to it.
Search for the item you created in the appropriate category.
Select the correct item from the results and click Add Item(s).
Note: You can select multiple items for approval in a single form.
Confirm the linked product now appears in the form’s item list.
When the form is complete, click Submit Form.
In the confirmation window, click Submit.
After submission, the form appears in Submission History with a 'submitted' status, so the faculty user can track its progress.
After submission, the linked item is included in the approval workflow. The approver can review both the form details and the related product before deciding whether it should move forward.
The submitter will receive an email notification when the form has been approved or rejected. If the form is rejected, edit the submission and resubmit.
Questions? Click the "?" icon to contact Givebacks Support.