Business

User Tools

Site Tools

Trace: • October
grantsprojects:maintenance:approvegrantrequests:approvaldashboard

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
grantsprojects:maintenance:approvegrantrequests:approvaldashboard [2021/04/30 20:38] – emorenograntsprojects:maintenance:approvegrantrequests:approvaldashboard [2021/06/18 14:33] (current) – removed emoreno
Line 1: Line 1:
-======Approval Dashboard - GRT3020====== 
- 
-<div #message></div> 
- 
- 
-//**Grants and Projects > Maintenance > Approve Grant Requests > Approval Dashboard**// 
- 
-<WRAP round intro>This page allows you (the signed-on approver) to view a list of all budget revision requests and reimbursement requests awaiting your approval for a year/grant type. You can elect to approve all requests, individual requests, or return all requests or individual requests. Additionally, you can update individual requests prior to approving or returning the request.  
-</WRAP> 
- 
- 
-====Retrieve a record:==== 
- 
-Upon retrieving the page, a list of all budget revision requests and reimbursement requests awaiting your approval is displayed regardless of the year and grant type.  
- 
-VCV Use the following fields to narrow your search of pending approvals: 
- 
- 
-^Year|Type a four-digit grant year. |  
-^Grant Type|Begin typing the grant type or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant.  If the grant type or description is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a grant from the Grant Types lookup or press the Spacebar to view a list of grant types. |  
- 
-VCV Click **Retrieve**. A list of pending approvals matching your search criteria is displayed if any. 
- 
-VCV Under **Transaction Pending Approval**: 
- 
-^Select All|Select the top-level check box to select/unselect all transactions. Or, select individual check boxes to only select specific transactions.| 
-^Detail|Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional details for the transaction and any documents attached to the transaction. |  
-^Doc|If documents exist for the transaction, {{:images:paper_icon.jpg|Paper Icon}} is displayed. Click {{:images:paper_icon.jpg|Paper Icon}} to open the Document Attachments pop-up and view the existing uploaded documents. The Document Attachments feature in this view is read-only.|  
-^Member|The member county district number and name tied to the transaction are displayed.  |  
-^Year|The grant year for the transaction is displayed.  |  
-^Grant ID|The grant ID for the transaction is displayed. |  
-^Transaction Date|The transaction date is displayed.  |  
-^Type|The transaction type is displayed.   |  
-^Amount|The transaction amount is displayed. This amount includes the sum of all object class amounts for the grant year and ID. | 
-^Final Rpt|For reimbursement requests only: If selected, the originator has indicated that the request is the final transaction for the grant year and ID. This field is read-only.| 
- 
-VCV  Click **Approve** to approve the request and forward it to the next approver in the approval path. The approved requests are removed from the list. 
- 
-VCV Click **Return** the return the request to the originator. The returned requests are removed from the list. 
- 
-====Other functions and features:==== 
- 
-^Retrieve|{{page>general:retrieve}}|  
- 
- 
- 
  
grantsprojects/maintenance/approvegrantrequests/approvaldashboard.1619815088.txt.gz · Last modified: 2021/04/30 15:38 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.