Overview
The PAA Complete - Send for Approval checkbox is used to initiate the workflow that routes a PAA (Pre-Admission Assessment) for approval. Once selected, the system triggers the Send PAA for Approval workflow, ensuring the PAA is sent to the designated recipient.
Why It Matters
Use this option when you’ve finalized a PAA and are ready to send it for review and approval. This ensures the assessment moves forward without delay and is visible to the right approvers.
Main Content
How It Works
Navigate to the record where the PAA is stored.
Locate the checkbox labeled PAA Complete - Send for Approval.
Click the checkbox to mark the PAA as complete and ready for approval.
Screenshot Example
Workflow Triggered
The system runs the workflow named Send PAA for Approval.
This workflow automatically routes the PAA to the designated recipient(s) for review.
Recipients are determined by your organization’s approval setup and workflow rules.
Tips & Notes
Make sure the PAA is fully completed before checking this box — incomplete information may cause delays in approval.
Only check this box once the assessment is ready for submission.
If the recipient list needs updating, contact your administrator to adjust workflow settings.