4.3.1.1 Approval requests
In Approval requests, the approval requests for the user to process are displayed. When Approval management > Approval processing > Approval requests is clicked, the following screen is brought up:
<Approval requests list>
On the view approval requests page, documents requested by the Requester can be viewed. The items in the approval request list are described below.
Type: Displays the document type
: Requested documents (default document)-
: Sent and received documents
Request number: Displays the request number of the document
Status: Displays the status of the document. Documents can have the following statuses:
Standby: Document is on standby for approval
Returned: A requested document has been returned
Hold: The user has held approval
Re-request: A returned document that has been re-requested
Document number: Displays the document number When the document number is clicked, the document details page is brought up.
Title: Displays the document title. When the title of a document is clicked, the document details page is brought up. The icon in front of the document title indicates whether the document has been viewed.
: Not read
: Read
Requester info: Displays requester info
Request date & time: Displays the request date & time
Received date & time: Displays the date & time the document was received
By clicking the manage button on the top of the view approval requests list page, the following tasks can be performed:
Approve: Approves the selected documents
Reject: Returns the selected documents
Hold: Holds the selected documents. Documents whose status is returned cannot be held.
Delete: Deletes a document whose status is returned or re-request.
Search: Within the designated search range, the value given in search attributes is used to search approval management.
Search status
Standby: Search for documents requiring approval.
Returned: Search for documents that a user has requested but which have been returned.
Hold: Search for documents that a user has held.
Re-request: Search, among documents that a user has requested but which have been returned, for re-request documents.
Search target
Title: Search for documents whose title includes a word.
Requester: Search for requester names that include the search word.
Document number: Search for document numbers that include the search word.
Search date: Search for documents requested in the designated period.
If the title or number of an approval request is selected, the following screen is brought up, and the document details can be viewed:
<approval requests details>
The attribute items of approval requests are described below.
Request number: Displays the request number of the document
Type: Displays the document type
-
: Requested documents (default document)
-
: Sent and received documents
: References
: Normal documentsStatus: Displays the status of the document. Documents can have the following statuses:
Standby: Search for documents requiring approval.
Reject: Search for documents that a user has requested but which have been returned.
Hold: Search for documents that a user has held.
Re-request: Search, among documents that a user has requested but which have been returned, for re-request documents.
Received date & time: Displays the date the approval request was received
Requester: Displays requester info
Request date & time: Displays the request date & time
Document number: Displays the document number
Title: Displays the document title
The menus associated with the document are explained below.
Document: Displays the content of the approval requests
Comment: Displays the comments attached to the document
<Comments list>Attachment: Displays the files attached to the document. When the title of an attachment is selected, the file can be downloaded.
<Attachments list>Approval stages: Displays the status of the current approval stage in progress for the document
<Approval stage>Document log: Displays the log of the document
<Document log>
By clicking the manage button on top of the approval requests, the following tasks can be performed:
List: Brings up the view approval requests list page
Approve instantly: Instantly approves the document (Shown only if the user has instant approval authority.)
Approve: Approves the document
Reject: Returns a document
Hold: Holds a document on standby
Modify document: Modifies a document on standby or on hold (Displayed only if a user has modify document authority.)
Change approval stages: Changes the approval stages (Displayed only if a user has modify approval stages authority.)
Attach file: Attaches a file to the current document (Displayed only if a user has attach file authority.)
Delete file: Deletes a file attached to the current document (Displayed only if a user has delete file authority.)
Add comment: Adds a comment to the current document (Shown only if the user has attach comment authority.)
Delete comment: Deletes a comment attached to the current document (Shown only if the user has delete comment authority.)
Print document: The content of the approval requests is printed.