The Workflow section of the expense report form displays all the tasks that are required or optional for the expense report. These include tasks for approving or rejecting the expense report if you are authorized to do so, and adding required attachments, such as expense receipts. The status of each task is also indicated.
To complete a required or optional task, you click the icon that displays for that task in the Action column.
To view the details associated with either a completed or due task, select the check box next to the desired task and click 
.
Fields in the Completed Task screen include:
Due Date/Time — Date and time when the task was completed.
Completed By — This field identifies the person who completed the task.
#of Notifications — This field displays the number of notifications .
Completed Date/Time — This field displays the date and time the task was completed.
Fields in the Due Tasks screen include:
Due Date/Time — Date and time by which the task needs to be completed.
Refresh — Click Refresh to update the assignment list based on task and current group assignments. This does not apply to user directed tasks.
Row Selector Check box — Select the check box to assign the task, or clear the check box to un-assign the task.
Role — The field identifies the role of the person to whom the task is assigned
Type — This field identifies the type of assignment, including:
Primary
Backup
Delegate
User Directed
This field displays the functional role of the person who has primary responsibility for completing the task.
This field displays the action that is pending for a given tasks. Possible actions include:
Create
Submit
Approve
Attach
Review
This field displays the item upon which the action is pending.
For example, if the pending tasks is approval of an expense report the task item is “Overall ER.” Other possible items include:
Charge allocation ID
Quotes
Receipts
Task Rule
This field indicates whether the task is required or optional.
This column displays the current status of the task. The status is represented by one of the following icons:
Pending is represented by 
Completed is represented by 
This column displays the available actions you can take for the task. Each action is represented by an icon that displays in the Action column. Click the icon to take action on a item. The following actions and icons display in this column:
Approve — Click 
to approve an item. Items available for approval depend on your role and may include the following:
Overall Expense report
Charges allocations
Receipts
Reject — Click 
to reject an item. The Reject Task dialog box displays, where you must provide a reason for rejecting the item and click Reject.
Attach — Click 
to attach the required item, such as a PDF of expense receipts. After you click , the Attach screen displays. Learn more about attaching files in the Attach screen.
Record — Click 
to record an attachment.
Unrecord — Click 
to unrecord an item that was previously recorded.
To approve a workflow task, select the check box next to the task and click Approve.
Tasks available for approval depend on your role and may include the following:
Overall Expense report
Charges allocations
Receipts
To reject a workflow task, select the check box next to the task and click Reject.
When you reject a task, the Reject Task dialog box displays, where you must provide a reason for rejecting the task and click Reject.
This field displays the functional role of the person who has primary responsibility for completing the task.
This field displays the action that is pending for a given tasks. Possible actions include:
Create
Submit
Approve
Attach
Review
This field displays the item upon which the action is pending.
For example, if the pending tasks is approval of an expense report the task item is “Overall ER.” Other possible items include:
Charge allocation ID
Quotes
Receipts
Task Rule
This field indicates whether the task is required or optional.
A flag in this field indicates that the task is complete. The color of the flag indicates whether the task was completed when it the status of the priority was low, medium, or high. A green flag indicates a low priority, yellow indicates a medium priority, and red indicates a high priority.
When the Attach icon 
displays in this field, it indicates that the task is pending an attachment. Attachments must be added from the Attachments section of the Expense Report module.