Starting and Supporting the Review Process

After Service Administrators start the review process, the approval unit moves from one reviewer to another until the budget process is complete. The selected approvals template determines the first user to review the budget.

You can view and provide detailed status of the approval process using approval status reports. See Creating Approval Status Reports.

To start the review process:

1. Click the Navigator icon , and then under Workflow, click Manage Approvals.
2. In Scenario, select a scenario.
3. In Version, select a version.
4. Click Go to display the approval units associated with the selected scenario and version combination.

   The approval units displayed are enabled for approvals.

   If no approval units are started with the selected scenario and version, this message is displayed: You have not assigned Approval Unit Hierarchy to the selected Scenario and Version combination.

5. In the upper-right corner of the page for View, select Tree View, and then in Plan Cycle, click Start to begin the review process.

   Note:

   If the approval unit hierarchy uses the Bottom Up template, selecting Start starts the approval unit and runs the Originate action. These actions set the user defined as the approval unit owner in the approval unit hierarchy as the current owner, and the approval unit status changes to Under Review.

6. Optional: Select Exclude to remove an approval unit from the review process or from being tracked in the system.

   Caution:

   After you exclude an approval unit, all associated annotations and history are discarded. Approval unit status is returned to Not Started and the owner is set to No Owner. Data values are retained.