Validating Approval Units

An administrator can set up data validation rules that apply to approval units. The validation process runs all data validation rules defined for the approval unit, and reports data errors or changes in the promotional path.

In the approval process, validation is run only for these actions:

• Promote

• Approve

• Lock

• Unlock

• Exclude (Administrator action; checks to ensure that the current period is not locked)

Validation is not run when these actions are performed:

• Sign Off

• Reject

• Reopen

• Originate

• Take Ownership

• Start (administrator action)

To validate approval units:

1. On the Home page, click Approvals.
2. Select an approval unit.
3. Click Validate to run all data validation rules associated with the approval unit.

   If the conditions in all associated data validation rules are met, the message No Additional Approval Needed is displayed in Sub-Status. This indicates that the approval unit can be promoted.

   Note:

   You cannot validate an approval unit that has not been started.

   Selecting Promote also runs the validation rules defined for the approval unit. If the conditions in all associated data validation rules are met, the approval unit is promoted to the next owner defined in the promotional path.