Report Approval

Overview

Once an employee has sent in their report, the reviewer need to either approve or refuse the report. The reviewer has several options for treating the employee's report.

Actions for reviewers

Approving or refusing a report

When you have a report to review in Skovik, you will receive an automated email. Either follow the link in the email or locate the Review tab to see all reports awaiting your reviewal.
You may review the items in the report separately to ensure the information is correct. Once you have looked through the report, you may either Approve it or Refuse it.
If you approve the report, it will either be sent to the next person in the approval chain or be marked as approved. If you find any errors in the report, you might want to refuse it. When refusing a report, you can either refuse the entire report or just some specific items. To do so, press Refuse --> Refuse only some items and tick the boxes on the expenses and trips that should be sent back. To refuse a report, you must write a message explaining why you sent back the report.

Skip, replace or add a reviewer

If requested, your company can have the ability to make changes in the approval chain on a specific report. It will then be possible to add reviewers, replace reviewers, or skip reviewers. If a person is aware that they will be gone for a while, we recommend using the Away Mode. To edit the approval chain on a specific report, use the button Change reviewers right above the information about the approval chain.
Your option of adding, replacing, or skipping a reviewer will depend on your role in Skovik. Only employees with an Admin, Finance or Report manager role may skip reviewers.

Edit reports in the review stage

Per default, a reviewer will not be able to make changes in the report. However, it is possible for a Skovik administrators to grant reviewers access to edit reports within the approval chain.
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Overview
Actions for reviewers
Approving or refusing a report
Skip, replace or add a reviewer
Edit reports in the review stage