Resource Approval

Use Resource Approval under Finance & Administration to view and manage resources for approval.

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

The Resource Approval submodule provides you with a list of all the resources that have been created within your WorkBook company that are pending approval.

Resource Approval has 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, go 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.