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Review self-service submissions

Check the competencies and documents people submit before they become part of their record.

If your organisation uses self-service submissions, people can submit a new competency or an official document, such as a completed certificate or a renewed passport. These do not apply straight away. They arrive in a review inbox, where you decide what happens to each one. If your organisation does not use self-service, you will not see this inbox.

Before you start​

  • You need the Manage personnel permission. See the People permissions reference.
  • Self-service submissions are an add-on, so the inbox only appears if your organisation has it turned on.

Steps​

  1. Open the People module, then Submissions to see the review inbox.
  2. Select a submission to see the details the person submitted, along with any files they attached.
  3. Choose an outcome:
    • Approve to add the competency or document to the person's record.
    • Reject to decline it, so the record stays as it was.
    • Request changes to send it back to the person to amend and resubmit.
    • Request documentation to ask the person for a supporting file, for example proof of a new qualification, before you decide.
  4. Add a note where the screen invites one, so the person understands your decision, then confirm.

A submission open in the review panel, showing the submitter, the passport details and attached file, the reason field, and the Reject, Request changes, Request documentation, and Approve actions.

To understand the full lifecycle of a submission and what each state means, see How submission review works.