Reviewing Assessments
Footsteps 2 features an approval process which allows you to review assessments before they are added to a child's record.
When the approval process is enabled, each user will be assigned a role:
- Approver - Users can create and publish their own assessments, as well as being able to review and approve or reject other user's assessments.
- Publisher - Users can create and publish their own assessments without requiring approval.
- Requires Approval - Users can create their own assessments but they must be approved before they are published.
The approval process can be configured on the Settings page; please refer to the Setting-up the Approval Process article for more information.
If you have been set as an 'Approver' you will have an Awaiting Approval tile on your Assessments Menu page:
You can see at a glance how many assessments are awaiting approval by looking at the number in brackets on the Awaiting Approval tile.
Click/tap on the 'View' button on the Awaiting Approval tile to open the Awaiting Approval page:
The new Awaiting Approval page allows you to quickly see all of the assessments which need to be reviewed. Assessments are listed alphabetically by child surname and subsequently ordered based on the date of the assessment.
For each assessment you will see the name of the child the assessment is for, the date and type of the assessment (e.g. 2 Year Check or Progress Check).
To review an assessment in full, do the following:
- Click/tap on assessment to open the Assessment form.
- Review the sections of the assessment.
- Whilst reviewing the assessment you will have the option to approve or reject it on each section of the form by clicking/tapping on the arrow next to the 'Save and Continue ' button and selecting the relevant option:
To quickly approve an assessment, do the following:
- On the Awaiting Approval page, click/tap on the thumbs-up button
for the assessment you wish to approve.
- A green banner will appear across the top of your screen confirming that the selected assessment has been approved.
When an assessment is approved it will be added to the child's record. The assessment will no longer be listed on the Awaiting Approval page.
To approve more than one assessment at the same time, do the following:
- On the Awaiting Approval page, click/tap on the checkbox next to each assessment you wish to approve.
- A footer will slide-up at the bottom of your screen containing three options:
- Click/tap on the 'Approve' button.
- A green banner will appear across the top of your screen confirming that the selected assessments have been approved.
To reject an assessment, do the following:
1. On the Awaiting Approval page, click/tap on the thumbs-down button 
for the assessment you need to reject.
2. The 'Reason for Rejection' alert will be displayed with a text box to allow you to enter your reasons for rejecting the assessment:
3. Once you have finished entering your reason, click/tap on the 'OK' button.
When an assessment is rejected it will go into the 'Rejected Assessments' tile. The reason for the rejection will be included in the Portal notification and at the top of page one within the assessment.
To reject more than one assessment at the same time, do the following:
1. On the Awaiting Approval page, click/tap on the checkbox next to each assessment you wish to reject.
2. A footer will slide-up at the bottom of your screen containing three options:
3. Click/tap on the 'Reject' button.
4. The 'Reason for Rejection' alert will be displayed with a text box to allow you to enter your reasons for rejecting the assessments:
We recommend entering a generic reason into the text box as the reason you enter will apply to all assessments being rejected.
5. Once you have finished entering your reason, click/tap on the 'OK' button.
A green banner will appear across the top of your screen confirming that the selected assessments have been rejected.
The assessments will go into the 'Rejected Assessments' tile. The reason for the rejection will be included in the Portal notification and at the top of page one within the assessment.
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