Within records that require an approval process, TeamConnect provides two different views of the approval process: approval schedule and approval history.

Approval Schedule

The Approval Schedule displays as a status of all assigned approvers for the entire process. The status information is useful for checking how much progress a request has made, in the context of the whole route. By reviewing the approval status, you can learn how many stops are in the process, who the approvers are in each stop, and whether each approver has approved or rejected the request.

If the Process Manager made any reassignments, you can also view this information in the approval status.

 

Note: If it appears that a number is skipped in the Stop column, it may mean that there are no assignees with the specified on the selected record. The details of the skipped stop appear in the approval history.

For each active request, the approval status displays in the following locations:

•On the Workflow page, in the Active Requests section while a request is still pending approval.

•On the General page, the record displays the Pending Approval status on its toolbar, where it can be seen by the requestor while the request is pending approval.

 

Note: Once a request is completed—approved, rejected, or canceled—the approval schedule no longer displays in the record. Instead, you can view the approval history.

The following table lists the fields in the Approval Schedule section. Fields are listed in alphabetical order.

Approval History

The Approval History section records each event as it occurs during the approval process on the Workflow page of records. Once a request is completed—approved, rejected, or canceled—the complete approval history for that process displays in the Completed Requests section. Events that are tracked in the approval history include the following:

•Requestor cancels the request.

•Approver approves or rejects the request.

•Approver sends for review.

•Reviewer submits review.

•Approval time expires.

•Approval request is sent back to first stop by Process Manager (restarted).

•Process Manager assigns another user or reassigns the same user.

•Process Manager returns request to requestor (rejects).

•Request is automatically approved or rejected upon expiration.

•Error that a user is not found for a certain role or path in the system.

•Error that a user group assigned to approve is empty.

•Error that a user assigned to approve is inactive.