Viewing the Approvals for a Transaction

Member service representatives can view an approvals audit trail for each transaction to learn its history of approvals or rejections.

Some transactions can also be rejected automatically. For example, a redemption transaction is rejected if the member does not have enough points for this redemption. If a transaction is rejected because there were no points, then it does not appear in the approval history. The audit trail only shows records changed during the approval process, whose Status was changed by an employee.

To view the approvals for a transaction

  1. Navigate to the Loyalty Transactions screen.

  2. Identify the transaction whose approvals audit trail you want to view and click the hyperlink in its Transaction Id field.

  3. Click the Transaction Approval view tab.

    The Approvals list shows a record for each approval or rejection, including the manager who made the decision, when, and a comment or explanation.