Approvals |
The Approvals tab enables you to create a list of specific approvals. Selecting an approval on this tab mimics the behavior of the Approval field on the Basic Info tab. You may also add comments to an approval on this tab.
The field in the top section of this tab defines the data that displays.
Capital plan ID
Identifier of the capital plan currently displayed in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. The plan description displays to the right of the ID. This field is required.
The fields in the bottom section of this tab enable you to associate approvals with a capital plan. All fields are optional.
To edit the table, click the Edit icon on the header.
Delete
If this field has a check, the entire row is deleted when you click Save. Approval information may only be deleted if not assigned to active plans.
Approval type ID
Identifier of the approval type. This field has a list box. Approval types for capital plans are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Approval Types screen. Only approvals that are designated for use on capital plans may be used.
Employee ID
Identifier of the employee. This field has a list box.
Employee name
Name of the employee. This field populates automatically after an employee ID is specified.
User ID
System ID of the user whose approval is required. This field has a list box.
User Name
Name of the user. This field populates automatically after a User ID is specified.
Email address
Email address of the user.
Date and time
Date and time (in MMDDYYYY HHMM format) that the approval occurred.
Comment area
Comments associated with the approval. Maximum field length is 200 characters.
To save your changes, click the Save icon on the header.