The Transaction Summary shows you who is scheduled to approve
this transaction or receive an FYI. It also shows a summary of
information included in the PeopleSoft transaction. From within
the Transaction Summary screen, you may take action on this transaction.
| Worklist Home |
Returns you to the Worklist summary screen. |
| Quick Summary |
A little summary of data to help orient you in this transaction. |
| Help |
Takes you to a special help page for Approvers. |
| End Session |
Logs you out of the Worklist Manager and checks in any items
you reviewed but did not take action on. |
| Approval
Schedule |
The Approval Schedule shows who is scheduled to approve
this transaction and who will receive an FYI. Anyone who has
the same role and sequence is in a group. Only one person
from the group needs to take action on the transaction. |
| Super-Approver |
Every transaction gets a super-approver. The super-approver
does not take any action on a normal transaction, but is assigned
to every transaction so that if something happens to the scheduled
approvers and the transaction must be immediately approved,
the super-approver can step in and approver the transaction
fully in one step. |
Action
buttons:
Approve
Return
Decline |
The approver has the power to take three actions. These
actions will be discussed in depth in the next topic. These
buttons are repeated again at the bottom of the Transaction
Summary to enable you to take action there after reading the
transaction summary. |
Contact
Originator |
Sends an email to the transaction originator from your email
program. This button does not change the status of the transaction.
|
| Return to
Worklist |
Returns you to the Worklist without taking any action on
this transaction. This button behaves in exactly the same
manner as the Worklist Home button above. |
Transaction
Summary
|
The transaction summary contains all of the critical data
related to this transaction as it was entered into PeopleSoft.
Review this summary carefully to determine the appropriate
action. |