Approving an Off-Process Request

You can view the number of off-process requests which are pending for approval in the Off-Process Request screen. The approver can review, and accordingly approve, reject, or submit the off-process request based on the observations.

Note: The system will not allow you to approve, reject or submit an off-process request submitted by you.

Procedure

To approve an off-process request:

  1. Do either of the following:
    If you want to... Then...
    Approve an off-process request through the Off-Process Request screen

    1. Search for the off-process request in the Off-Process Request screen.

    2. In the Search Results section, click the link in the Off-Process Request Information column corresponding to the off-process request which you want to review.
    Approve an off-process request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-OFPAP in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the off-process request that you want to review.

    The Off-Process Request screen appears.

  2. Review the off-process request details in the Off-Process Request screen.
  3. If the information in the off-process request is accurate, click the Approve button in the Off-Process Request zone.
    If you are... Then...
    Approving an off-process request The status of the off-process request is changed to Approved. The system then creates the adjustments or billable charges to amend the accumulation field values. Finally, the status of the off-process request is changed to Processed.
    Note: The Approve button appears when:

    • The off-process request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the off-process request.

Related Topics

For more information on... See...
How to search for an off-process request Searching for an Off-Process Request
Off-Process Request screen Off-Process Request (Used for Searching)
Off-Process Request zone Off-Process Request