Approval Dashboard

The approval dashboard provides a summary of approval requests that have been sent to the broad list of approvers with a breakdown of the approval profiles. This overview provides approvers with a simple summary of the records requiring their attention.

The summary list includes the counts of approval requests that have been sent out to any approvers that are not Notification Only and shows the current approvers and the mandatory future approvers. The list is broken down by document type and approval profile.

It is possible to filter the list by current or future approvers using the Queue field. The filter is used to distinguish current and future approval requests which may require the attention of the approver. For example, if an approver is about to go on vacation, they may want to take action on an approval request early. In this case the list can be filtered by “future” approval requests where this approver is not necessarily next in the approval route. This is a way for the approver to obtain a “preview” of requests that are coming from the route.

Broadcasting an individual line opens a zone where the approver can check off records and choose a button to make their approval decision (approve or reject). The approver can also click the link to open the approval request itself, and to open the individual record.

Note that the dashboard contents are specific to the logged in user, so one person may see a different list than another depending upon their approval authority.

Refer to About Approvals for more information.