Approval Screen

The approval screen provides a view of all approvals assigned to all users across the system. This could include multiple entities in future, but is currently limited to requisitions and requisition items. No records can be manually inserted, all records are system generated.

Data is displayed on the following tabs of the view screen: Overview. Below is a list of descriptions for the fields in the sections on each tab.

Overview

The Overview tab contains the following section(s):

Header

  • Entity ID: The entity record for which this approval record has been generated.
  • Approval Entity: The entity for which the approval record has been created. Possible values are:
    • Requisition
    • Requisition Item.
  • Approval Sequence Number: The sequence number configured on the approval workflow expression approval role.

Status

  • Reviewed By: The user who approved or rejected this item. Reviewed By will be null if the Status value is Awaiting Approval or Role Count Reached.
  • Reviewed On: The date on which the Reviewed By user approved or rejected this item. If the Status value is Role Count Reached, the Reviewed On date will be set to when the Status value changed to Role Count Reached. Reviewed On is null while the Status is Awaiting Approval.
  • Status: The status into which the Reviewed By user placed this item via the Assist panel in the sidebar. Possible values are:
    • Awaiting Approval: The default starting approval workflow status. The approval has not been reviewed.
    • Approved
    • Rejected
    • Role Count Reached: A system status that cannot be selected. If Approval Role Strategy is set to Count Based and the specified Required Approval Count has been reached, the Status of the approvals for the remaining approval roles who did not review the approval is set to Role Count Reached.
  • Remark: The remark that the user provided when changing the Status using the Set Status custom action in the Assist panel in the sidebar. A remark is optional if the Status is changed to Approved, but required if changed to Rejected. The rejected remark is added to the requisition status Remark.
  • Is Historical: Indicates if the current approval is still applicable.
    • Is Historical is false if the approval is relevant.
    • Is Historical is true when the Status of a requisition has been changed back to Awaiting Approval or the Status changes to Role Count Reached.

Details

  • Expression: The approval workflow expression.
  • Approval Role: The approval role that needs to review this approval.
  • Is Locked: Indicates whether the approval is ready to be reviewed for a specific approval role. The approval is locked if the linked approval role is higher on the approval hierarchy than another approval role that still needs to review the approval. Only once an approval is unlocked, can the approval role review it.
    Locked approvals are only relevant for approvals where the Approval Role Strategy is set to Sequential. Approvals with Approval Role Strategy set to Count Based can not be locked as roles can approve in any sequence.