Working with the Approvals Assistant
You can use the Financial Consolidation and Close Approvals Assistant to retrieve approval unit status and to perform approval actions.
The Approvals Assistant provides a workflow for users to work with approval units using natural language, including updating the approval status for their assigned approval units.
It is packaged as a downloadable ZIP file on the Downloads page. Extracting the ZIP file provides access to these files:
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FCCS_APPROVALS_AGENT.json
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FCCS_CURRENTPOV_AGENT.json
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FCCS_APPROVALS_AGENT_APP.json
These Approval actions are available from the Approvals Assistant:
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Retrieve all approval units for a specified Scenario, Year, and Period
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Retrieve only my (user-specific) approval units for a specified Scenario, Year, and Period
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Get approval unit status for the specified Scenario, Year, Period and Entity.
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Retrieve approval details for a specified approval unit, including status, ownership and action information
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View all available actions for an approval unit for the specified Scenario, Year, Period and Entity.
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Perform individual actions such as Lock, Unlock, Start, Submit, Promote and Approve for an approval unit.
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Perform approval actions across a range of periods or phases
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Check the status of approval jobs using a job ID