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Field reviews

Approve a change to a sensitive field, such as a bank account number or a form answer marked for review, that needs a second person.

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Some changes need a second person to approve them before they take effect, for example a change to a contract's bank account number while review is enabled, or a change to an answer on a submitted form whose field is marked Requires field review. The change waits as a field review.

Review a change

You reach a field review from the task Backed creates for it.

  1. Open Review a change.
  2. Check the Record, the Field, its Current value and the New value, and who asked for the change and when.
  3. Select Approve. The new value is put in place.

The review shows Waiting for approval until it is approved. If you asked for the change yourself, another person must approve it.

Turn review on or off

On a contract's page, open the bank account options and choose to enable or disable review. With review on, changes need a second person to approve them.

For a form answer, open the field in the Form Builder and turn on Requires field review in its properties. Once the form is submitted, a change to that answer waits for approval, whoever makes it: an applicant after a reopen, an administrator or a verifier. Until it is approved, the previous answer stands everywhere it is shown, and sending the same change again asks for nothing more. The task goes to administrators with Can approve Review Requests who can edit the record on its round. A draft form's answers are never held.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.