State Leaders: Approve and Reject submissions

State leaders can approve and reject compliance submissions from their units. Go to Compliance, then View Submissions. Mark submissions as approved or rejected.

Manage Compliance Submissions

1. From the toolbar, select Compliance > View Submissions

2. Once a unit has completed a submission, it will be displayed in the list as awaiting review. The state PTA can then review and approve according to its procedures. You can filter compliance submissions by Status, Year, Area (Submission category), and Units. 

3. Approve or Reject the submissions using one of these methods.

    • When viewing the form, click the Approve r Reject button.

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    • In the List View, click the Approve or Reject button. You can also use the check box to select multiple submissions to approve or reject.

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    • If you mark a submission as rejected, you will be prompted to enter a reason for the rejection.

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4. The person who submitted the request will receive an email notification when their submission is approved or rejected. The status is also updated in their Unit site to reflect the current status. 

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Updating or Resubmitting a Submission

  • After a submission is rejected, a unit must first archive its original submission before it can submit again. 
  • If a submission needs to be updated before it is approved, the unit may archive it and resubmit it with the necessary updates. 
  • Compliance submissions in an approved status can not be resubmitted or archived. They must be rejected and then archived to resubmit.

Questions? Contact Givebacks Support.

 

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