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general:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body

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general:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body [2021/06/10 20:46] – emorenogeneral:grantsprojects:maintenance:approvegrantrequests:approvaldashboard_body [2024/05/31 15:26] (current) – emoreno
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-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:+
  
  
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 ^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 **Transactions 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. |
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 ^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.
  
  
general/grantsprojects/maintenance/approvegrantrequests/approvaldashboard_body.1623358006.txt.gz · Last modified: 2021/06/10 15:46 (external edit)

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