Contents of the Approval History Dialog Box for GL Budgeting
Use the fields to view details about the approval history for general ledger budgets, including the employees responsible for approval steps, the actions taken, and the dates.
History Grid
A separate row of information displays in the grid for each stage that an approval step goes through: Start, In Progress, Rejected, Approved, and Completed. The steps are based on the steps that are configured for the approval workflow (on the Workflow tab in Approval Workflows Settings) for a general ledger budget or all the general ledger budgets in a group.
History Grid Toolbar
Field | Description |
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History Drop-Down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
History Grid Fields
Field | Description | ||||||||||
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Step | This field displays the number of the approval step based on the steps that are configured for the approval workflow. | ||||||||||
Description | This field displays the description of the step from the configured approval workflow. | ||||||||||
Previous Approval Status | This field displays the status of the step before it changed. | ||||||||||
Responsibility | This field helps you identify the
employee who took action for the step.
The following are possible entries in this field:
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Name | This field displays the name of the employee who performed the step. If the Enable Instant Messaging option is selected on the Miscellaneous tab of General System Settings ( ), you can click the icon beside the employee's name to send an instant message or email message to the employee. | ||||||||||
Due Date | This field displays the date when the approval step is due (when it must be approved). This is based on the number that is entered in the Days Allotted field in the Approval Steps grid on the Workflow tab of the Approvals Configuration form ( ), for the approval workflow. | ||||||||||
Step Start Date | This field displays the date when the step was started. | ||||||||||
Action Taken Date | This field displays the date when an action was taken for the step, such as approving or rejecting the GL budget. By default, the action that has the oldest date displays as the first item. | ||||||||||
New Approval Status | This field displays the new status of the step after an action was taken for it. | ||||||||||
Comment |
This field displays any comments that were entered on the Approve dialog box or the Reject dialog box when an employee approved or rejected a step. In addition, Vantagepoint automatically adds a row and displays comments in this field when other actions occur that affect approvals:
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