⚠️ Prerequisites: Access to this tab requires the "View Administrative page" permission in the "Analytics" section.
✅ Approving or Rejecting a form
✨ Overview
The "Administrative" analytics tab allows you to view and verify all administrative data completed via form, in one single place.
- Centralization : All information completed via form in one single page.
- Time savings : Significant reduction in the time spent verifying information.
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Simplicity : An intuitive interface for hassle-free management.
🧑💻 Analyzing a form in bulk
1. In your "Analytics" tab > select "Administrative"
2. You can then choose the form you want to view.
It is possible to preview forms by clicking on the small eye icon on the right.
3. Customize your view by:
- Environment
- Status
- D-Day
- Visible fields
- My files (you will only see the journeys in which you are involved as a stakeholder)
ℹ️ By default, your view is filtered on "My files" at the top right.
✉️ Sending reminders
Your employee has not yet filled in their administrative information and you want to send them a reminder? Simply click on the small send icon at the end of the row.
It is also possible to send reminders to multiple employees in bulk, by checking them on the left.
ℹ️ Add a comment if you wish, then click the "send" button.
✅ Approving or Rejecting a form
It is possible to flag in green the information that matches what is expected, and in red the information that will be grounds for rejecting the form.
You can also correct the information directly from this page.
Then, go to the end of the row: if everything is correct, you can click "approve", otherwise "reject".
In the latter case, the information you flagged in red will be pre-selected in the list of fields to be corrected.
The employee will then receive an email notifying them to correct the identified information in their form.