BIZ- Approvals
| 1. Pending Approvals 1.1 What is "Pending Approvals"? 1.2 What is the "Approvals Rule"? 1.3 How can I approve/deny a transaction? 1.4 Can I view/change/delete a transaction? 2. Approvals History 2.1 What is "Approvals History"? 2.2 How can I search a specific transaction? 2.3 How is information sorted in the tables? |
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| 1. Pending Approvals [#1.1]1.1 What is "Pending Approvals"? Pending Approvals is the List of all transactions that are waiting for approval. Only designated authorized Approver can access this page. All transactions requiring approval before processing are displayed on this page. Authorized approvers must visit the "Approvals" section to approve/deny each transaction. Transactions that have not been approved by the Latest Date for Approvals will not be included on this page. All transactions are categorized by transaction type. [#1.2]1.2 What is the "Approvals Rule"? The Approvals Rule shows the Number of Authorized Approvers needed to approve each transaction. [#1.3]1.3 How can I approve/deny a transaction? Click on "Req.ID" of the transaction you wish to approve/deny, you can see the detail of this transaction. Click "Approve" to approve the transaction or Click "Deny" to deny the transaction. If you wish to approve/deny multiple transactions, you can select all "Req.ID" of the transactions you wish to approve and click "Approve" or select all "Req.ID" of the transactions you wish to deny the transactions and click "Deny". [#1.4]1.4 Can I view/update/delete a transaction? By clicking on "Req.ID" you can see the transaction you wish to view. You can approve/deny the transaction here, but you cannot update or delete the transaction. If you do not want to approve the transaction, you can click "Deny". 2. Approvals History [#2.1]2.1 What is "Approvals History"? You can search for transactions that you wish to view/approve/deny here. You can narrow your search by setting criteria such as "Approval Status", "Transaction Type", "Starting Instruction Date" and "Ending Instruction Date". [#2.2]2.2 How can I search a specific transaction? Set up the criteria of the transactions you wish to search. The criteria are: "Approval status", "Transaction Type", "Starting Instruction Date", and "Ending Instruction Date". Then click "Search", the system will return the transactions that matched your criteria. Click on "Req.ID" to see transaction details. [#2.3]2.3 How is information sorted in the tables? Information is sorted by "Transaction Type", followed by the "Latest Date for Approvals". |