Approval History Dialog Box for Absence Requests

Use this dialog box to view a log of the actions taken for the absence approval that you have open on the Absence Requests form.

Nothing appears in the History grid until you submit the absence request, and the first step of the approval process is started.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Time & Expense > Absence Requests.
2. On the Absence Requests form, select an existing absence request or create a new one.
3. Open the Progress tab and click the History button.

Contents

History Grid

A separate row of information displays in the grid for each stage that an approval step goes through—Start, In Approval, 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 Configuration) for an absence request type.

History Grid Toolbar

Field

Description

History Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.

History Grid Fields

Field	Description
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 origin of the employee who took action for the step. The following are possible entries in this field: Create User — This applies only for step 1 when step 1 starts after the absence request is submitted. Create User indicates that the employee who was responsible for this step was the person who submitted the absence request. Specific Employee — This indicates that the employee who was responsible for starting or approving the step is an employee who is entered in the Specific Employee field in the Approval Steps grid of the Workflow tab in Approval Workflows Configuration—for the approval workflow for the absence request type.
Name	This field displays the name of the employee who performed the step. If the Instant Messaging feature is enabled in Vision (on the Miscellaneous tab in Configuration > General > System Settings), you can click the icon beside the employee's name to send an instant message or email to the employee.
Due Date	This field displays the date when the approval step is due (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 in Approval Workflows Configuration, 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 absence request.
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 when a step was approved.