Require a second user to approve income forms after they are reviewed [Setting]
This only applies to those using Ready Records.
This setting controls whether one signature or two are required on an electronically-completed form.
- If this box is checked, then two signatures will be required to approve a form.
- If this box is unchecked, then only one signature will be required.
To use this setting:
- Login as a Sponsor Admin.
- Click on the green button for Setup.
- Click on Sponsor Setup.
- Scroll down to the Manage Enrollment And Income Form Reminder Emails subcategory.
- Check the box to select Require a second user to approve income forms after they are reviewed.
- Scroll to the bottom and click the green Save button.
Please note that if you have selected to require a second user to approve the form, the first user will update the status from Pending to Reviewed; and the second user will update the status from Reviewed to Approved.
