Approvals & Submissions
Configure approval workflows, review submissions, and understand the learner submit journey
Approval modes
| Configuration | On submit |
|---|---|
| Approval off | Status immediately becomes Approved |
| Approval on — all submissions | Every submission enters Submitted (awaiting approval) |
| Approval on — questionnaire threshold | Scores below the configured % (e.g. 70%) enter queue; at or above auto-approve. Unscored submissions queue conservatively |
Tip
The first approver to act wins — submissions do not require multiple approvers.
Who can approve
| Approver type | Access |
|---|---|
| Named users | Listed in template approvers |
| Dynamic groups | Any member of configured approver groups |
| Submitter's line manager | User's assigned line manager |
| Tenant admins | Can review all submissions |
Where approvers work
1
Team Management → Reviews
Open the Reviews modal. Switch to Risk assessments tab. Managers see team-scoped queue.
2
Admin submissions list
Risk assessments → Submissions. Filter by status, template, site, date, submitter. Click Review to open read-only detail.
3
Admin review page
Full form responses, checklist/quiz outcome, and Download PDF (available after submit).
Approve and reject
- Approve → status Approved, counts toward compliance rules
- Reject → status Rejected with reason; learner must revise and resubmit
Decisions are recorded in the approval audit trail (actor, decision, reason, timestamp).
Learner journey
1
Start from Available templates
Learner opens Risk assessments in the nav (/risk-assessments), picks a template, optional title and site.
2
Save or submit
Fill the form → Save draft or Submit.
3
After submit
Modal explains auto-approved vs pending review. Rejected assessments show the reason for resubmission.