---
title: "Approved Forms Tab Overview"
url: "https://help.ontraccr.com/en/article/approved-forms-tab-overview"
language: "en"
last_updated: "2025-06-06T22:07:44.500Z"
---

# Approved Forms Tab Overview

## **📘 Approved Forms Tab Overview**  
 

The **Approved** tab in Ontraccr is where you’ll find forms that are **awaiting your personal approval**. This view is scoped **only to the logged-in user** and lists forms that require review and a decision—either to approve, reject, or edit (if permitted).

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## 🔍 **What the Approved Tab Shows**

-   Only forms **you** are responsible for approving
-   **Does not show** forms requiring approval from others
-   Includes direct tools to:
    -   View the form in detail
    -   Approve or reject without opening it
    -   Cancel workflows (if you have permission)

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## 🛠 **How to Access the Approved Tab**

1.  Go to `Documents` → `Forms` → `Approve`
2.  If you have pending approvals, you’ll see a **badge count** next to “Approve”

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## 📂 **Columns in the Approved Tab**

| Column | Description |
| --- | --- |
| **Form** | Form template name |
| **Users** | Person who submitted the form |
| **Number** | Ontraccr form ID (if numbering is enabled) |
| **All Projects** | Project linked to the form |
| **Client/Customer** | Tagged customer/client |
| **Created On** | Timestamp of form creation |
| **Last Updated** | Timestamp of last modification |
| **Status** | Current form status |

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## ✅ **How to Approve or Reject**

### Option 1: Quick Action from the List

-   Click the **green Approve** or **red Reject** icon on the left of any row
-   Use this method only if you're already familiar with the form and its contents

### Option 2: Open and Review in Detail

1.  Click the form row to open the detail view
2.  Review all form tabs:
    -   General Info
    -   Triggered Items
    -   Fields
    -   PDF
    -   Timeline
    -   Attachments
3.  Click **Approve** or **Reject** at the bottom

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## ✍️ **Editing a Form Before Approval**

If the workflow allows for it, you may have permission to **edit the form** before approving.

### How to Edit Before Approving:

1.  In the **Fields** tab, click **Edit**
2.  Make necessary changes
3.  Click **Approve** (editing disables the Reject option logically)

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## 🧾 **Snapshots: Auditing Form Revisions**

If the form has undergone edits, you can review historical versions via:

-   **Fields tab → View Snapshots**

This opens a **side panel slider** showing all past versions, who edited them, and when.

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## 🕒 **Timeline and Workflow Tracking**

Under the **Timeline** tab, you can view:

-   When the form was submitted
-   When it was assigned for approval
-   When/if it was edited
-   If/when it was approved or rejected
-   Any downstream workflows (e.g., emails sent, shifts created)

📌 If an email was sent and failed, you can hit **Resend** directly from the Timeline.

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## 🧠 **Best Practices**

-   Always open and review form details unless you're 100% certain
-   Use Snapshots and Timeline to resolve discrepancies or errors
-   Only use quick Approve/Reject for routine or pre-reviewed forms