Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Approve Dialog Box

Use this dialog box to initiate the approval workflow, approve or reject approval steps, escalate or delegate approval steps, or view history of the approval workflow for the screen.

This dialog box has five tabs, but these are not displayed all together. Availability depends on the specific approval context of the record being accessed or reviewed. The tabs are:

  • Start: Use this tab to initiate the approval workflow.
  • Approve or Reject: Use this tab to approve or reject approval steps.
  • Escalate or Delegate: Use this tab to enable manual escalation of the approval step to a predefined role or to delegate completion of this step to a specific employee.
  • History of Approval: Use this tab to view the complete audit information about the approval workflow.
  • Reject WF: Use this tab to reject the whole approval workflow regardless of the current active step.

Only one workflow is usually associated with the screen, but there can be more workflows linked to the screen. In this case, the Approval dialog box can have multiple records. Use the Next and Previous buttons to locate a specific workflow. If you are a member of multiple roles and parallel activities are assigned to those roles, you can also use the Next and Previous buttons to locate the specific activity that you want to approve.

Approval Workflow

Use this group box to view general information about this approval workflow.

Field Description
Name This field displays the name of the approval workflow model.
Start Role This field displays the name of the role who is permitted to start the workflow. Blank indicates that anybody who has access to the screen to which this workflow applies can start the approval workflow.
Start User Once the approval workflow has started, the name of the user who initiated it displays in this field.
Start Time This field displays the date and time this approval workflow was initiated.
Status This field displays the status of this approval workflow.
Reject? This button displays only if the steps assigned to the role where you belong are already completed. Click this button to activate the Reject WF tab.

Subtask

Subtask Description
Approval Steps Click this link to open the Approval Steps subtask and view details of the approval steps that are pending or have already been completed.
Approval Role User Click this link to open the Approval Role User subtask and view the users assigned to the current activity and select the role users to exclude from the next activity approval.