Corporate GL Data Manager Steps

  1. In the email notification of the request approval, click the link to navigate to the request.
    screenshot shows email notification with link to the request highlighted
  2. In the Activity List, click Requests to approve.
    screenshot shows one request to approve in the activity list
  3. In Request Activity, click the Request ID for the Smart Watch request.
    screenshot shows Request Activity with the smart watch request highlighted

    The request is displayed in the maintenance view. Because Alex is also the Financial Close data manager, his data permissions enable him to see the Close viewpoint as well as the GL viewpoint.

  4. In the request panel, click Comments to view Betty's comment, and then click Reply.
    screenshot shows request panel with comment and reply highlighted
  5. Enter a reply and then click Save.
    screenshot shows a reply to a comment
  6. Perform these actions:
    1. Click Approve.
    2. (Optional): Enter a comment.
    3. Click OK.

    screenshot shows approval dialog box

    After you approve the request, subscription requests are generated for the Financial Close and Corporate Planning applications.

  7. Let's review the subscription requests that were generated. Click Back to Requests.
    screenshot shows request window with Back to Requests button
  8. Click the Reset All Filters button.
    screenshot shows request activity with Reset All Filters button highlighted
  9. Review the statuses of the following requests:
    • Request 1750 is Completed. This is the request that Betty entered for the Corporate GL application.
    • Request 1751 is in Draft. This is the subscription request that was generated for the Corporate Planning application; however, a validation error prevented it from being submitted. Martin, the Corporate Planning data manager, will need to take action to correct the validation error.
    • Request 1752 is In Flight. This is the subscription request that was generated for Financial Close. It is waiting to be approved by Kerry, the data manager.

    screenshot shows the requests with the statuses listed in the step