Approval system

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    Spillane
    Asked on November 05, 2021 at 11:17 AM

    Hi,


    Is there a process in Jotform where a form is first completed by person 1, this form is then automatically submitted to person 2 for approval and marking before it is forwarded to person 3.

    Eg we are using jotform as an assessment form for online assessment (person 1 completes). The assessment is then sent to the trainer(using the jotform conditions)(person 2). Ideally we now want the trainer to correct/mark this form before it is submitted to our central administrator(person 3)

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    gerardw
    Answered on November 05, 2021 at 02:12 PM

    You may check out this workflow approach: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/

    Do try and let us know if that would work for you.

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    muriukikangeri
    Answered on November 05, 2021 at 02:13 PM

    Hi there,

    Yes, this is possible. You can review the SURVEY TEMPLATES and find a form that best suits your operation.

    If you have a Jotform Enterprise account, you can add sub-users to your account to facilitate the different tiers of assessment.

    Alternatively, you can also invite people to collaborate in editing.

    Kindly try out those steps and let me know how it goes.

    Regards.