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.

Work Order Approval Summarization and Work Request Approval Summarization

Work Order Approval Summarization and Work Request Approval Summarization use generative Artificial Intelligence (GenAI) models to compile and provide a summary of the approval. The specific information provided for each is as follows:

• Work Request Approval Summarization: A summary of the approval request and work request to help users understand the work to be performed. In addition, related possible-duplicate information and, when available, approval history information is displayed with the summary.
• Work Order Approval Summarization A summary of the approval request, work order, and activity information to help users understand the work to be performed. In addition, access to individual activity records requiring approval and, when available, approval history information is displayed with the summary.

Click the icon in Summarize column of the Approval Detail List zone to view the Approval Summary, which provides a summary of the requesting document and approval request, as well as some key observations.

See Enabling the Work Order and Work Request Approval Summarization Features for more information about enabling this feature for work orders and work requests.

Note:

• Work Order Approval Summarization and Work Request Approval Summarization are available under Limited and Controlled Availability in approved regions.
• Work Order Approval Summarization and Work Request Approval Summarization rely on generative AI models that must be deployed as part of your cloud service implementation. Please contact your Oracle Customer Success Manager if you wish to use Work Order Approval Summarization or Work Request Approval Summarization.
• Work Order Approval Summarization and Work Request Approval summaries are prepared by generative AI. Carefully review and verify them against trusted sources, as they may include out-of-date, inaccurate, or incomplete information.