Start a conversation

Manage and sign an approval request

Manage an approval request

  • Go to the 'Studies' tab.
  • Open a study.
  • Go to the 'Approval requests' tab. 
  • Open the approval request. 
  • Fill in the form.
  • Click on 'Save' to store the response.
  • When setting an approval request to 'Approved', a  button appears that allows approvers to save and sign the approval request request immediately. Clicking the 'Save' button will store the request and it will be possible to sign it later.
  • Status history shows an overview of the status changes

  • Comment history displays all comments that have been added to a particular approval request

  • If configured in the study’s notification settings (managed by the system administrator), the study contacts will receive an email notification regarding the changed status of the approval request.

Sign an approval request

  • Go to the 'Studies' tab.
  • Open a study.
  • Go to the 'Approval requests' tab.
  • Use the right mouse click or action-icon to select 'Sign' (please note: it is only possible to sign an approval request that is approved). 

  • Fill in the form and click on 'Save and Sign'.

The signature is now added to the approval request. 

Any changes to the signed approval request will drop the signature.

Overview of all approval requests

  • Go to the Dashboard tab;
  • Open the List view in order to see all approval requests including the status;
  • Double click on a study in order to open.

Choose files or drag and drop files
Was this article helpful?
  1. Castor Support Team

  2. Posted
  3. Updated