Resource Approval

Use Resource Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage resources for approval.

To use Resource Approval, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Resource Approval provides a list of all of the resources that have been created within your WorkBook Company that are pending approval.

Resource Approval provides one main grid and two sidebars.

You can perform the following actions directly from the main grid:

• Approve a resource record
• Reject a resource record
  Note: Only entries that have the status 20 (Awaiting Approval) can be rejected.
• Force-approve a resource record

To view and manage only the resources that require your approval, navigate to Tasks > Approval > Resource Approval.

You can use the filter buttons on the toolbar to display entries by approval status, or use the Search field to find specific resource records based on the keywords that you enter.