Approvals History Page

Use the Approvals History page to view approvals you have worked on in the past.

Navigation:

Tap the Approvals tile on the Manager Self Service home page, then select the Approvals History item from the Action Menu drop-down list (located in the banner) from the Pending Approvals page.

This example illustrates the fields and controls on the Approvals History page for the tablet.

This example illustrates the relevant approval requests that appear after a view-by category is selected on the Approvals History page for the smartphone.

(Smartphone) Showing approval requests by selected category on the Approvals History page

The Approvals History page shows approval transactions you have addressed in the past. How far back you can view historical approval transactions is defined by the administrator on the Enterprise Components: Fluid Approval Setup - General Settings Page. This page then displays a message below the category tabs indicating the time period for which history is displayed.

This page displays vertical tabs that group approval transactions into categories defined by the View By type you select. The All category will appear at the top of the list for all view types when there are historical approval transactions. Categories within a View By type will display a badge identifying the number of historical approvals for that category. If you do not have any historical approvals for a category within the designated time period, the tab will not appear in the list.

Note:

If you are using the approvals pages in portrait mode on your mobile device, the page will display an arrow on the left side of the page. Tap this arrow to reveal or hide the category tabs.

Tap a category tab to display the historical approvals that apply to that category. When you tap a category, the page will display historical approvals sorted by the date on which that last person updated or took action on the request, with the most recently updated approvals displaying first.

Field or Control	Description
View By	Select how you want the page to display historical approval requests. You can group historical approvals by these view options: Type (default view when you access the page) Groups approval requests by transaction type. For example, you can display all transactions types in one list, or select a specific transaction type, such as a list of absence requests or location changes you have addressed. Status Displays a list that may show the following status categories: All (contains all approvals that have been worked on within the historical display days) In Process (contains the approvals that are being worked on but have not gone through the approval chain to completion) Note:If a higher level approver pushes a transaction back, the transaction will show up on the Pending Approvals page for the user that sent him or her the request. However, for the person that pushed back the request, it will show up in his or her Approvals History page with a status of In Process. Approved Denied Terminated Other From Groups historical approvals by the last sender. The last sender could be either the requestor of the transaction or the last approver in the approval chain. Person Shows a list of all persons for which you have worked on an approval within the define historical time frame. The category tabs will also list a No Person Associated category when there are historical approvals that are not related to a person.
Filter or Filters applied icons	Tap this icon to access the Filter Page and select from one or more criteria to narrow the historical approval list. The Filter icon appears green when filters have been applied to your search.

Field or Control

Description

View By

Select how you want the page to display historical approval requests. You can group historical approvals by these view options:

Type (default view when you access the page)

Groups approval requests by transaction type. For example, you can display all transactions types in one list, or select a specific transaction type, such as a list of absence requests or location changes you have addressed.
Status

Displays a list that may show the following status categories:
- All (contains all approvals that have been worked on within the historical display days)
- In Process (contains the approvals that are being worked on but have not gone through the approval chain to completion)
  
  Note:If a higher level approver pushes a transaction back, the transaction will show up on the Pending Approvals page for the user that sent him or her the request. However, for the person that pushed back the request, it will show up in his or her Approvals History page with a status of In Process.
- Approved
- Denied
- Terminated
- Other
From

Groups historical approvals by the last sender. The last sender could be either the requestor of the transaction or the last approver in the approval chain.
Person

Shows a list of all persons for which you have worked on an approval within the define historical time frame. The category tabs will also list a No Person Associated category when there are historical approvals that are not related to a person.

Filter or Filters applied icons

Tap this icon to access the Filter Page and select from one or more criteria to narrow the historical approval list.

The Filter icon appears green when filters have been applied to your search.

The transaction list displays the:

Transaction name and the person or job posting with which it is associated.
A short description about the approval request and its status.
The date upon which the request was updated.

Tap a specific transaction to access the history transaction details page.