Local Business Review

Instructions for completing Local Business Review, preapproval and final approval.

Initiated: after Appruv has completed review of all vendor information and exception request has been approved, if applicable. 

Note: if a site does not have a designated preapprover, the task will automatically be assigned to the final approver.

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TABLE OF CONTENTS

• Preapproval
• Final Approval

How to complete the Local Business Review and approval workflow

Preapproval

Select the link in the email notification or from the task list on your dashboard to open the form.

Complete the form by answering all questions and uploading supporting documentation as necessary. 

Select Save & Continue to complete the form.  If you wish to return to the form at a later date and complete it, select "Save". 

Once completed, an email notification will be sent to the final approver to complete the remainder of the workflow.  If the user is also the final approver they can continue to the Final Approval section of the workflow.

Final Approval

Select the link in the email notification or from the task list on your dashboard to view the form.  Review the preapproval form as necessary before completing the final approval.

Select Save & Continue to complete the form.  If you wish to return to the form at a later date and complete it, select "Save". 

After selecting Save & Continue the page will refresh and show that the workflow has been completed.  Appruv will be notified automatically to assign a final status and notify the vendor.