Approval Workflows

How to use AccredLeap's approval workflows to review and finalize accreditation documents.

Overview

AccredLeap includes structured approval workflows to ensure every section of your accreditation document is reviewed and approved by the right stakeholders before final submission. This replaces the typical cycle of email attachments and lost feedback with a transparent, auditable process.

Workflow States

Each document section progresses through these states:

Status Description
Draft Section is being written or generated — not yet ready for review
In Review Section has been submitted for review and is awaiting feedback
Needs Revision Reviewer has requested changes — returns to the editor
Approved Section has been approved by all required reviewers

Submitting for Review

  1. Open the document section you want to submit
  2. Click Submit for Review
  3. The section status changes to "In Review"
  4. Assigned reviewers receive a notification

Reviewing a Section

Reviewers can:

  • Approve — Mark the section as meeting accreditation requirements
  • Request Revision — Send the section back with specific feedback
  • Leave comments on specific passages within the editor

Approval History

Every approval action is logged with:

  • Who acted (reviewer name)
  • What action was taken (approved, requested revision)
  • When the action occurred
  • Any comments or feedback provided

This audit trail serves as compliance documentation for the accreditation process itself.

Notifications

Team members receive notifications when:

  • A section is submitted for their review
  • Their section receives feedback or a revision request
  • A section they authored is approved

Best Practices

  • Review in stages — Don't wait until all sections are complete. Review sections as they're generated.
  • Use inline comments — Point to specific text that needs attention rather than providing general feedback.
  • Set clear deadlines — Communicate review timelines to keep the accreditation timeline on track.

Next Steps

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