School admin users can review compliance form submissions and either approve them or send them back for changes. You can access forms that need your attention in two ways—through the approval email notification or by logging in and going to the Compliance area in Givebacks.
Open forms that need your review
If you receive an email titled A submission is ready for your approval, open the email and click the here link to go straight to the submission that needs review.
If you are already logged in to Givebacks, go to Compliance, then select View Submissions.
On the Manage Forms page, look for a number in the Awaiting Review column. That number shows how many submissions are waiting for your review. Select the number to open the list of forms that need your attention.
Select the submission row to open the form and review the details.
Review the submission before you approve it
Read through the form details, including any linked items included in the request. If you want more information about a linked item, select All Info.
In the All Info window, you can review item details and select Preview Fundraiser to review the linked fundraiser. When you are done, close the window.
Approve a compliance form
If everything looks correct, select Approve.
In the note window, you can add an optional note or continue without one. Then select Approve to complete the approval.
Good to know: The form history at the bottom of the page shows who submitted the form and where it is in the approval process.
Reject a compliance form and send it back for changes
If something needs to be corrected, select Reject.
Enter a note explaining what needs to be updated, then select Reject to send the form back to the submitter.
Note: When you reject a form, the submitter is notified that changes are needed. They can update the form and resubmit it for review.
Questions? Click the "?" icon to contact Givebacks Support.