Navigating a Request as an Approver
Written by Michelle Henley
Updated at August 28th, 2024
Once a request is submitted for approval there are several places within the system and the request where the Submitter, Approver, or an Admin can find additional information about the request.
Note: Depending on your organization's specifications, the tabs shown within the request and the exact wording of the tabs may vary. In this example, the tabs are named Request, Screening, and Tasks.
Click through the dropdown boxes below for more information on each tab.
Request Tab
| 1 | Request Details | Displays the Request ID, Created Date, History Icon, and Status. |
| 2 | Request History | Click here for more information on Request History. |
| 3 | Total Amount | Displays total amount of support for the request. Click on dollar amount to view the Aggregate Analysis table for the request. |
4 |
Request Status & Approval Flow | Details of the Approval Flow can be viewed by clicking on the Status button in the Request Details box. Click here for info on Status Types or Approval Flow. |
| 5 | Shared With | Indicates other users who are request collaborators. |
| 6 | Activity Details | Clicking on Activity Details will display all of the activity information entered by the Submitter. |
| 7 | Total Amount of Support | Displays total amount of support for the request. Click on dollar amount to view the Aggregate Analysis table for the request. |
8 |
Screening Flag | If screening results are returned for a recipient, a flag will be displayed next to the recipient's name. Screening results are accessible via the Screening Tab (see below).Click here for detailed information on Screening. |
| 9 | Recipient Details | Clicking on the name of the recipient will display all of the recipient information entered by the Submitter. |
10 |
Recipient Amount Flag | If there is a discrepancy between the FMV rate and the amount entered for a recipient, there will be an exclamation point next to that recipient's name. Click here for detailed information on how FMV works within the system. Note: FMV is only applicable to Engage a Consultant request type. |
| 11 | Print Button | Allows for printing of the request. |
Screening Tab
| 1 | Request Details Box | Displays the Request ID, Created Date, History Icon, and Status. |
| 2 | Screening Results | Provides high-level view of the screening results for each screened party. Potential Match indicates there are unresolved screening results, No Match indicates that no potential matches were returned from the screening provider, Match means that the result has already been reviewed and determined to be a true match. |
| 3 | Resolve Data Button | Click here for more information on screening and how to resolve matches. |
Tasks Tab
| 1 | Request Details Box | Displays the Request ID, Created Date, History Icon, Status, and Approver Flow information. |
| 2 | Create New Tasks | Add Task button creates a new task. |
| 3 | Assigned Tasks | Assigned tasks associated with the specific request. Click here for more information on Creating New Tasks and Assigned Tasks. |
Add Files Tab
Add Files Tab
The Add Files tab allows anyone with access to a request to easily upload files to a request.
Once a request has been submitted, users can access Add Files by clicking on the tab.
Note: All users who have access to the request can access the Add Files tab and upload files. This includes the submitter, approver(s), collaborator(s), and any admin with the View All Requests privilege.
To add a file, click Add File(s).
One or more files can be added and the user will have the option to add comments.
Note: Any added comments are displayed in the Request History, not the Add Files Tab.
Note: Executable files or files larger than 50 megabytes cannot be uploaded.
Prior to uploading the files, they can be deleted by clicking on the Trash Can Icon next to the file that you want to delete and then confirming your action by clicking Yes.
After clicking Confirm, uploaded files can only be deleted by the user who uploaded the files or a Request Admin. To delete a file after uploading it, click the Red Circle on the right. Click Confirm.
To download a file, click the Name.
Added or removed files will be noted in the Request History along with the name of the person who made the change. Any comments that were added are also displayed in the Request History.
The added or removed files are also displayed in Request Version Comparison.
