Review Approvals and Creating Tasks

If you have approval systems set up in Workflow, you can utilize these in the Mobile App. 

Review Approvals

For users that need approval to submit review responses, once you click Submit, it will submit the review for approval and create a task to be approved. 

Those reviews that are pending approval will be tagged Pending Approval. 

For users that have the permission set configured to approval responses, they will have the ability to Approve, Deny, or Edit the response. 

• Edit = User edits response and submits to the provider
• Deny = Stops comment from being submitted and saves it
• Approve = Submits response to provider

Creating Tasks

If you wish to create a task for reviews, Swipe Left on any review in the list. 

• Add new task
• If that review already has a task, users can Edit the task

Task Screen Details

• Task type
• Task name
• Status
• Priority
• Assignee
• Due Date
• Location
• Task ID
• Notes