This page (revision-5) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by RForbes

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APPROVAL RECORDS
APPROVAL RECORDS

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When an approval entity becomes eligible for approval, “Notification approval records” are created. These are approval records with the approval status of “Ready for Approval”. There is one record for each identity defined as an [approver|APPROVERS] for the first [step|APPROVAL STEPS] of approval. These records in conjunction with work flow can be used to notify [approvers|APPROVERS] of pending approvals.
When an approval entity becomes eligible for approval, “Notification approval records” are created. These are approval records with the approval status of “Ready for Approval”. There is one record for each identity defined as an approver for the first [step|APPROVAL STEPS] of approval. These records in conjunction with workflow can be used to notify approvers of pending approvals.
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;Future Approval:used for up and coming approvals to be made for an approver who do not have upto approval. \\ \\ Approval Stages which cause this are Stage_WorkInProcess or Stage_WaitingApproval.\\ \\For the Stage_WorkInProcess futural Approvals are optional and can be controlled but a site preference defined in IMST.\\ \\Each table where approvers need as much time a possible before the actual approval is required may be defined. in the example screen shot below.\\ \\Future approval records will be created when either a Time sheet or Personnel Action is set to a WIP status.\\ \\Example: This may be helpful for managers with employees that have time sheets which have not been submitted for approval.
;Future Approval:used for up and coming approvals to be made for an approver who do not have upto approval. \\ \\ Approval Stages which cause this are Stage_WorkInProcess or Stage_WaitingApproval.\\ \\For the Stage_WorkInProcess futural Approvals are optional and can be controlled but a site preference defined in [IMST].\\ \\Each table where approvers need as much time a possible before the actual approval is required may be defined. in the example screen shot below.\\ \\Future approval records will be created when either a Time sheet or Personnel Action is set to a WIP status.\\ \\Example: This may be helpful for managers with employees that have time sheets which have not been submitted for approval.
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;Ready To Be Approved:used for approvers which are required to make approval decisions.
;Ready To Be Approved:This is used for approvers which are required to make approval decisions.
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;Approval In Progress:used to show approvers with `Up To approval` that there is an approval in progress which they can make an up to approval on.
;Approval In Progress:This is used to show approvers with `Up To approval` that there is an approval in progress which they can make an up to approval on.
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;Approved:used to show a positive approval
;Approved:This is used to show a positive approval.
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;Sent Back:used to show the approval process has been requested to start over.
;Sent Back:This is used to show the approval process has been requested to start over.
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;Approved Sent Back:used to show a lower step positive approval has been send back to be re-done.
;Approved Sent Back:This is used to show a lower step positive approval has been send back to be re-done.
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;Approval Historic:used to show and entity has had a positive approval but is no longer needed either through a cancel or deletion.
;Approval Historic:This is used to show and entity has had a positive approval but is no longer needed either through a cancel or deletion.
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;Declined:used to show a negative approval.
;Declined:This is used to show a negative approval.
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;Declined Historic:used to show a negative approval was made and is no longer needed either though a cancel or deletion.
;Declined Historic:This is used to show a negative approval was made and is no longer needed either though a cancel or deletion.
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Maintenance of approval records is accomplished in three ways. The first is automatically by the system when an existing IDAP definition pre-exists to an approval process starting and does not change during the approval. Secondly a manual button is on IDAP to update records if the approval process has been updated in any way with approvals in progress.
Maintenance of approval records is accomplished in three ways. The first is automatically by the system when an existing [IDAP] definition pre-exists to an approval process starting and does not change during the approval. Secondly a manual button is on IDAP to update records if the approval process has been updated in any way with approvals in progress.
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The third is to run an update process UDAP. This process is suggested to be scheduled daily to allow start and end dates to be respected in IDAP processes or approvers, where clauses or designate approvers.
The third is to run an update process [UDAP]. This process is suggested to be scheduled daily to allow start and end dates to be respected in IDAP processes or approvers, where clauses or designate approvers.
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[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.APPROVAL+RECORDS]
[{InsertPage page='Internal.APPROVAL+RECORDS' default='Click to create a new discussion page'}]
}]
![Notes|Edit:Internal.APPROVAL RECORDS]
[{InsertPage page='Internal.APPROVAL RECORDS' default='Click to create a new notes page'}]
This page (revision-5) was last changed on 26-Nov-2021 10:22 by kparrottTop