Business

User Tools

Site Tools

Trace: • peimsauxiliaryroleid • accts_rec_change_fiscal_year • Vendor Response - REQ3520 • w4_marital_status • update_active_positions_only
general:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body

Differences

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

Link to this comparison view

Next revision		Previous revision
general:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body [2021/05/24 19:23] – created emorenogeneral:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body [2024/05/31 15:26] (current) – emoreno
Line 1: Line 1:
-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.  +Use the following fields to narrow your search of pending approvals:
- +
-VCV Use the following fields to narrow your search of pending approvals:+
  
  
Line 7: Line 5:
 ^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. |  ^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 {{:images:dropdown.gif|Drop Down Arrow}} to select the request type (//ALL//, //Budget Revisions//, //Reimbursement//). +VCV Click {{:images:dropdown.gif|Drop Down Arrow}} to select the request type (//ALL//, //Budget Adj & Rev//, //Reimbursement//). 
  
 VCV Click **Retrieve**. A list of pending requests matching your search criteria is displayed if any. VCV Click **Retrieve**. A list of pending requests matching your search criteria is displayed if any.
 +\\  \\
 +Under **Transactions Pending Approval**:
  
-VCV Under **Transaction Pending Approval**:+VCV Select the top-level check box to select/unselect all transactions. Or, select individual check boxes to only select specific transactions.
  
-^Select All|Select the top-level check box to select/unselect all transactions. Or, select individual check boxes to only select specific transactions.| +{{page>general:grantprojects_transactiondetail}} 
-^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.|  ^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.  | +^Member|The member county district number and name tied to the transaction are displayed.|
 ^Year|The grant year for the transaction is displayed.  |  ^Year|The grant year for the transaction is displayed.  |
 ^Grant ID|The grant ID for the transaction is displayed. |  ^Grant ID|The grant ID for the transaction is displayed. |
Line 22: Line 22:
 ^Type|The transaction type 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. | ^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.| +^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 display-only.|
- +
-VCV Click **Approve** to approve the request. The approved requests are removed from the list.+
  
 +VCV Click **Approve** to approve the request. 
   * If there are subsequent approvers in the workflow, the transaction will continue to the next approver.   * If there are subsequent approvers in the workflow, the transaction will continue to the next approver.
- +  * If you are the last approver in the approval workflow and you approve the transaction, a final approval message is displayed, click **OK**. The transaction status is updated to //Posted// on the Grant Maintenance tab.  
-  * If you are the last approver in the approval workflow and you approve the transaction, the transaction status is updated to //Posted//. If **Final Report** is selected for a reimbursement request, then the **Final Report Processed Indicator** is automatically selected for the **Grant Year** and **Grant ID** on the Grant Maintenance tab. +  * If **Final Report** is selected for a reimbursement request, the **Final Report Processed Indicator** is automatically selected for the **Grant Year** and **Grant ID** on the Grant Maintenance tab. 
 +  * 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.+VCV Click **Return** to return the request to the originator. The returned requests are removed from the list.
  
  
  
  
general/grantsprojects/maintenance/approvegrantrequests/approvaldashboard_body.1621884229.txt.gz · Last modified: 2021/05/24 14:23 (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.