Field/Button

Description

Search

(Attention Required page only)

Select whether you want to view All Processes, Errors, Expirations, or Rejections.

Record Drop-Down List

In the drop-down box, select a specific system, project, involved, or milestone approval type that you want to display, and then click Search.

To further refine the search results, in the adjoining text box, enter identifying text that will help you locate the appropriate approvals, and then click Search. You can enter all or part of the identifying text as follows:

•Accounts or Documents—The name of the account or document

•Appointments—The subject of the appointment

•Contacts or Involveds—The first or last name of the contact or involved party

•Expenses, History, Tasks, Line Items, or Milestones—A short description of the expense, history, task, line item, or milestone

•Invoice—An invoice number

•Projects—The name or number of a project

If you leave this box blank, the returned results will be all of the approvals that match the selected record type.

Show Filter/Hide Filter

This link shows or hides the search criteria that you can use to find a certain type of request for a record type.

Search Filter

Note: The search filter only appears if one is specified for the record type you select.

Field

The name of the field you want to search.

Operator

The option that describes the criteria that you want to use to further narrow your results. See Operators for more information.

Value

The value you enter that the search uses to return specific results.

Search

The button that you click to execute the search.

Clear Values

The link that you click to remove all values from the search

Reset to Default

The link that you click to reset all operators and values to the default fields.

Attentions Required/In Progress table

Note: Different fields may appear depending on your system settings.

Record

Lists the record for which a user has submitted an approval request. For example, the record could be an invoice, matter, document, or some other type of record. Click the record's hyperlink to view it.

Type

The type of record for which a request was submitted (such as an invoice or matter).

Request

The name of the request that has been submitted. The request name indicates the type of action being requested. If the record is an invoice, the invoice amount is part of the request name.

Requestor

Displays the name of the user who triggered the approval request. Click to open the user's contact record.

Approval Rule

Displays the name of the approval rule that defines the approval process.

If you have the appropriate administrative rights, you can view the details of the rule by clicking the rule's hyperlink. This can help you understand the approval process in order to troubleshoot an issue.

Route Status

Indicates the status of the process.

On your Attention Required page, the status could be:

•Rejected

•Stop Expired

•Route Expired

•Error

On your In Progress page, all processes listed are On Track or Rejected to First Stop. In either case, this means that the process does not currently require you to take any action as the Process Manager. However, processes that were rejected to the first stop may need to be reviewed by you because an issue caused the approval process to begin again.

Days in Route

Indicates how many days have passed since the beginning of the process.

Days Remaining

Indicates how many days are left in the approval process, based on the approval rule. Depending on how the approval rule is defined, this could be based on a total number of days for the route, or the total number of days allotted for each stop.

Action

•View Log—Click this button to view the log of events or activities that have occurred as part of the approval process. The log lists the following information for each event:

oStop—The stop in the approval route at which the event occurred.

oPerformer—The user who performed the activity.

oActivity—For example, Sent to Process Manager, Expired, Reassigned, or Sent for Review.

oDate/Time—The date and time of the event.

oInternal Comment—Comments entered by reviewers, approvers, or the Process Manager for events. You can enter up to 2000 characters, including spaces.

•Reassign—Click this button to open the Reassign page and reassign the approvals to other users. Reassignment is one option for resolving process issues. For details, see Reassigning Processes.

Select a process and click Restart to start the approvals over again at the first stop in the route.

Restarting is one option for resolving process issues. For details, see Restarting Process.

Select a process and click Return to Requestor to reject the request and discontinue the approval process.

Returning the request to the requestor is one option for resolving process issues. For details, see Returning Requests to Requestors.