Approve or reject a group

Goal: accept a submitted group, or return it with a reason the author can fix. Where: Catalog → Clinical → Formulary Brand Groups, then open a row whose status is Pending Approval.

You need formulary.approve. On Demo Pharmacy that row is Amoxicillin / 500 mg / capsule. The shield beside the status means the group was routed through the Approval Center.

Filter Status to Pending Approval when the library is long. The shield sits on the pending badge.

Approve

1. Open the pending group.
2. Read the identity and the preference list. Amoxicillin’s primary is Demo Amoxicillin 500mg (FBG-1042, Demo Pharma). The secondary is Demo Amoxil 500mg (FBG-1043, Demo Medisource).
3. Click Approve.
4. Confirm Approve FBG. The dialog says that once approved, the group will be active in the reorder engine.

Pending groups show Reject and Approve. Edit and Delete are not on this header.

Approve confirms the group. Cancel leaves it pending.

The same Approve and Reject commands are on the row ⋯ menu while the status is Pending Approval.

Reject

1. Open the pending group and click Reject.
2. The dialog asks you to reject the named group and provide a reason.
3. Fill Rejection Reason. The field asks you to explain why this FBG is being rejected. An empty reason is not accepted.
4. Confirm. The group becomes Rejected.

The author sees the reason on the group, with Edit & Resubmit. On the Demo Pharmacy list, Ascorbic Acid / 1000 mg / tablet is already in that state. Its reason is: strength on the group does not match the products in the catalog.

If the pending group has an Approval Center record, Approve and Reject are also recorded there.