Send for Approval

You can use the Send for Approval button to send the generated final contract for approval and notify the approvers if you have set up the approval flow in Microsoft Power Automate. For example, if you have associated a contract with the staff/position/term and require an approval for the contract before sending it to the faculty, you can use the Send for Approval button.

Alternatively, you can use the Save & Approve button if you have not set up the approval flow. For more information, refer to Add or Edit Faculty Contract Assignment & eSignature.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Faculty Workload - Processes - Faculty Contract Assignment and eSignature - Manage authorization

Your institution must have configured:

  • Staff Position Assignments page (Select the Configuration tile > locate Faculty Workload > select Staff Position Assignments.)

  • Faculty Contract Templates page (Select the Configuration tile > locate Faculty Workload > select Faculty Contract Templates.)

To enable the Send for Approval button, the contract must be in Generated StatusClosed The status of contracts. The statuses are: In Draft - contract can be edited and associated to faculty, Generated - contract has been generated for review, Pending approval - contract has been sent and waiting for approval, Approved - contract has been approved by approver, Draft in Review - contract has been sent back by approver with review modifications, Sent to faculty - contract has been sent to faculty for review, Accepted by faculty - contract has been accepted by faculty, Cancelled - contract has been cancelled, Rejected by faculty - contract has been rejected by faculty, Contract in review - rejected contract in review, Error During Generation - contract failed to generate or merge..

You must have populated the email address on the Staff page (Select the Settings tile > expand System > select Staff.) for all contract approvers with their Microsoft Entra (formerly called Azure Active Directory) address, since it is integrated with Microsoft Power Automate.

Your institution must have:

  • Defined the contract approval flow in Microsoft Power Automate. For more information, refer to Integration with Microsoft Power Automate

  • Configured URL for generated contract approval processClosed Specify the HTTP POST URL for the generated faculty contract invite approval process used in the Microsoft Power Automate workflow. setting in General page (Select the Settings tile > locate Faculty Workload > select General.)

Access Method

Select the Processes tile > locate Faculty Workload > select Faculty Contract Assignment & eSignature.

Procedure to Send for Approval

  1. Select one or more records in the grid.

  2. Select the Send for Approval button on the toolbar. Anthology Student displays a message that the faculty contract assignment & eSignature has been sent for approval.

For example, in Microsoft Power Automate you have defined the workflow to distribute the contracts for the approval process through email to the approvers it happens automatically. In case of any customization required for your institution in workflow, please contact Anthology Professional Services.

Implication of Status on Faculty Contract

If The Status is updated to
The contract is sent for approval to the defined approvers Pending Approval
The approvers accept the contract Approved
Any one of the approvers reject it Draft in Review