Approve Pending Work Items

Work items that require approval are displayed at the end of each process needing approval. Once all work items have been completed and the record is validated for approval, a Process for Approval button will appear. As a supervisor, you review the details recorded. (See Re-route or recall a work item if you are not ready to approve an item.)

Approve a pending work item or process as follows:

1. From the Home screen, click the Approvals tab. The Pending Approvals screen appears.

2. Click the appropriate Work Item Category link or the to view the work items. This expands the category and lists the work task(s) and the status.

3. Click the link in the Task column to view the details of the work item.

4. Click the Process Approval button. The Process Approval screen appears.

5. Complete the following fields:
   
   Action (If this is a final approval, select Approved - Final from the drop down list.)
   Comments
   Reviewers/Approvers (Select a name from the drop down list.)

6. Click the Save button. The system saves your approval and automatically records the current date as the effective date of approval.

7. Click the Close button.