Approvals |
The Approvals tab enables you to associate approvals with a capital project.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on capital project ID, description, capital project type ID, capital project status ID, capital program ID, and capital priority ID, among other values.
The field in the top section of this tab defines the data that displays.
Capital project ID
Identifier of the capital project currently displayed in the grid or that you are defining. Maximum field length is 30 characters. May include some special characters (such as an ampersand: &). This field has a list box. The project description displays to the right of the ID. This field is required.
Note: If auto-numbering is enabled, a project ID is generated automatically when a project type is entered. Automatic numbering for project types is activated on the Basic Info tab of the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.
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 projects.
Approval type ID
Identifier of the approval type. This field has a list box.
Note: If an approval type is associated with a project type, this field may populate automatically when a project type ID is entered on the Basic Info tab. Attributes are associated project types on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.
Approval types for capital projects are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Approval Types screen. Only approvals that are designated for use on capital projects may be used.
Order
Order in which approvals must be obtained. May not be blank and must be greater than zero. Numbers do not have to be in consecutive order. Duplicate approval order numbers are acceptable. This field is required.
Approval state
Status of the approval. This field has a list box. This field is required.
PENDING
APPROVED
DENIED
NOT APPLICABLE
Employee ID
Identifier of the employee whose approval is required. This field has a list box. Required if the approval state is either APPROVED or DENIED.
Employee name
Name of the employee. This field populates automatically after an employee ID is specified.
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.