Send for Approval

You can use the Send for Approval button to send the designed contract template for approval and notify the approvers if you have set up the approval flow in Microsoft Power Automate. For example, if you have designed a faculty contract template and require approval for the template, 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, see Faculty Contract Templates.

Prerequisites

You must have Faculty Workload - Configuration - Faculty Contract Templates - Manage authorization.

To enable the Send for Approval button, the Status The status of contract templates. The statuses are: In Draft - template can be edited, Pending approval - template has been sent for review and waiting for approval, Draft in Review - template has been rejected and sent back by one of the approvers with review modifications, Approved - template has been approved by the approver. of the template must be in In Draft or Draft in Review.

You must have populated the email address on the Staff page (Select the Settings tile > expand System > select Staff.) for all template 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 template approval flow in Microsoft Power Automate. For more information, see Integration with Microsoft Power Automate..
Configured URL for contract template approval process Specify the HTTP POST URL for the contract template invite approval process used in the Microsoft Power Automate workflow. setting in Settings > Faculty Workload > General.

You must have added signature information in the contract template. For more information, see Background for SignNow eSignature.

Access Method

Select the Configuration tile > locate Faculty Workload > select Faculty Contract Templates.

Procedure to Send for Approval

Select one or more records in the grid.
Select the Send for Approval button on the toolbar. Anthology Student displays a message to inform you that the faculty contract template 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.

If you are the approver and did not receive the email notification, you must verify the number of requests based on the license of Microsoft Power Automate. Please contact your Microsoft Azure representative if you have questions related to licensing.

Implication of Status for Faculty Contract Templates

If	The Status is updated as
The template is sent for approval to the approvers defined	Pending Approval
The approvers accept the template document	Approved
Any one of the approvers rejects it	Draft in Review