When you send sign-offs in CONQA, you can easily track the progress of these requests via the CONQA app and in Console.
In the App
Icon | Status | What does this mean? |
Awaiting Approval (from someone else) | The sign-off request has been sent to the approver and is currently sitting with them to approve. | |
Needs action (by you) |
This icon shows when there is action required by you. Expand the sign-off details to see more Case 1: The sign-off has been rejected by the approver. Check and see if there is a note. You can expand the details here and re-submit this request once ready. Case 2: The sign-off is assigned to you. Expand the details to approve, reject or add a note to the request. |
|
Approved |
The work has been signed off. |
When viewing sign-off requests in the app, you can also expand the request to see more details. This will show who sent the sign-off, and any notes added (e.g. from the approver when rejecting the request, or the requester adding more info). If this was an in person sign-off you can also see their signature and the contact details of the approver.
In Console
If you open a project in Console, and go to the Sign-offs page, you will see the below headers
This page gives an overview of all open, pending and solved sign-offs within a project. You can also re-send, search and sort sign-offs based who created them, when, and who the sign-off was sent to.
Tab | What's shown |
Awaiting Approval |
This shows all sign-offs that have been sent to an approver and are awaiting a response (Approved or Rejected) |
Rejected | These are sign-offs that have been rejected (and not re-submitted) |
Closed | This shows the Approved requests. |
Requested by me | Shows only sign-offs (regardless of state) that were created by the current user. |
At any time you can find out more about these sign-offs by clicking on their project location (under the Name column) to see them in further detail in the project
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