Search for a Record (from the Task Resource Booking Approval Submodule)

Use the Task Resource Booking Approval submodule to search for resources that are ready for approval.

To use Task Resource Booking Approval, you must have access to Scheduling as defined in User Access Rights under Settings.

To search for resources that are ready for approval:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Task Follow-Up > Task Resource Booking Approval.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. On the grid toolbar, use the Search field to enter text that is associated with the file for which you are looking
    WorkBook displays the results in the grid.