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Understanding Sign-off states

Christina Hill avatar
Written by Christina Hill
Updated over 2 weeks ago

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

What else can you do with sign-offs in Console?

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