1. Upon receiving the task notification email from Disclose, click on the ‘View the Submission’ link in the email. You will be directed to the Submission Record within Disclose.
(Example: Image of the email notification email received)
2. The submission record will open automatically. If it doesn’t, click on the "Submissions" link in the left navigation panel.
3. Use the comment box on right side in case you have any comments on the submission record. Once you're ready to approve the submission, click on "Approve Submission Record" under "My Study Tasks" in the left navigation panel. This will open the Workflow Task window on the right side of the screen.
4. On this task, perform the following:
On the ‘E-signature’ portion, enter your login name and password.
On the ‘Please take one of the actions’ portion, select either Approve or Reject Submission.
APPROVING: Once you are ready to approve the submission, provide your e-signature using your system credentials. In the Workflow Task window, select "Approve Submission", then click "Mark Task Complete".
REJECTING: Once you are ready to reject the submission, provide your e-signature using your system credentials. In the Workflow Task window, select "Reject Submission", enter your comment specifying the reason for rejection, and click "Mark Task Complete".
Note: To enter comments, click the Post Comment button within the task window.
Complete Approval
The complete approval task in Disclose provides the lead approver with the ability to review approvals or rejections from the team and determine if there is a desire to reject the submission and send it for edit again or if it the reason for rejections is minor and can be addressed without re-editing the form. In order to complete the task, the lead approver can follow the same steps 1 to 4 mentioned above.