Use the Approvals Work Area to Manage Approvals
If it’s set up, use the Approvals work area instead of the Worklist: Approvals and Notifications work area. The Approvals work area provides an enhanced user interface and adaptive search functionality, consisting of three views allowing you to easily find approval tasks you need to work or act on.
If the application is set up, you can click Navigator > Tools > Approvals to open it, instead of Navigator > Tools > Worklist to open the Worklist: Approvals and Notifications work area. If it’s not set up, continue using the Worklist: Approvals and Notifications work area.
The Approvals work area has three views.
Approvals Tasks
The Approvals Tasks page shows a list of all assigned approval tasks for which an action is needed. The list includes approval requests, requests for information, or FYIs, which can be dismissed once acknowledged. You can organize your work using supplied filters, search on keywords, and approve or reject approvals.
- Task type, for example Approvals, FYI, or Request
- Approval type, for example, expense reports
- From, or the person who sent the approval
You can also search by keywords on other attributes of the tasks. Any combination of search and filters can be bookmarked and shared.
- Approve
- Reject
- Dismiss (FYIs)
You can also comment on approval or rejection actions in a drawer.
Quick View
Click a task in the list to open the Quick View, which displays additional information about the approval and you to approve or reject it. You can click the Next button to navigate to the next task in the list.
To get more information or take an action that’s not in the Quick View, click View More Details.
Click the Approvals Tasks link to navigate back to the list.
Approvals Status and History
- Approvals you submitted
- Task statuses for approvals you’ve previously approved
- Approvals that have been rejected
- Approvals with requests for information