CCOs can now specify that forms they submit are automatically approved
We are excited to announce a feature that has long been requested by many customers. This feature adds a new form workflow option for CCOs. There is a company option to allow CCOs to automatically approve forms that they submit.
This is off by default, and can be turned on in Settings > Company Settings > Edit Company. Halfway down on the left side, check the box next to ALLOW CCO TO AUTOMATICALLY APPROVE THEIR OWN FORM SUBMISSIONS to turn on.
The workflow for forms without signatures is pretty straight forward. If signatures are involved, there is one minor change: If the form has both respondent and CCO fields, only the CCO field will be displayed. This workflow also applies to annual review forms.