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Approvals overview

Purpose​

The Approvals screen shows every approval workflow KCFIS has on record — pending, approved, or rejected — with one row per workflow. It is the central audit list for "who has signed off on what".

Two-step approval​

Every submission goes through two approvals before it can be locked:

  1. Reviewer approval — a reviewer for the submitting entity checks the data and approves or rejects.
  2. Administrator approval — once approved by the reviewer, an administrator does final approval and finalize (lock).

A rejection at either step sends the submission back to the previous editor with comments.

flowchart LR
  submitter[Submitter\nedits] --> review[Reviewer\nIn Review]
  review -->|reject| submitter
  review -->|approve| admin[Administrator\nApproved by Reviewer]
  admin -->|reject| review
  admin -->|approve| approved[Approved]
  approved -->|finalize| locked[Locked]

Layout​

The screen has:

  • A Filters card at the top (status, entity name, entity type).
  • A table of approval workflows below.
  • Pagination controls at the bottom.

Reading a row​

ColumnMeaning
Entity NameThe reporting entity.
Entity TypeMDA, NGO, County, etc.
Reporting PeriodReporting period of the submission.
InitiatorWho submitted (or last sent for review).
ApproverThe user assigned to review or approve.
Date of RequestWhen the approval was created.
Date of Approval/RejectionWhen the approver acted (blank if pending).
StatusPending, Approved, or Rejected (colour-coded).
ActionsView opens the underlying submission.

Filtering​

  • Status: Pending / Approved / Rejected.
  • Entity Name: free text.
  • Entity Type: MDA / NGO / County / Private Sector / CSO / HQ.

Filters apply immediately.

How to act on an approval​

The Approvals list is read-only. To approve or reject a submission you must open it from the Submissions list using the Review button. The Approvals screen exists primarily for visibility and audit.