Approve Documents

Step 1

Under Finance Services click on Approve Documents

Step 2

The Enter Approval Parameters form will be displayed with your username in the User ID field. 

Select  All documents which you may approve to show every document awaiting your approval.

Click the Submit Query button.

Step 3

The Approve Documents List will display with information about the selected documents in your approval queue.  Click on the Document Numberlocated in the Document column o view the details of the document.

Click the Internet Explorer back button to return to the Approve Documents List.

Step 4

Click on History next to the appropriate document number to  view the approval history of the document.

Step 5

The Approvals required form will display showing the queues that must  approve the document .including those individuals who may approve within that queue.  Only 1 of the approvers listed in each queue is required to approve.

Click the Internet Explorer back button to return to the Approve Documents List.

Step 6

To approve the document, click on the Approve Document button next to the appropriate document number.

To disapprove the document, click on the Disapprove Document button next to the appropriate document number..

Step 7

Either the Disapprove Document form (as shown below) or the  Approve Document form will be displayed depending on your selection.  The forms look the same except for the form title and the button choice.

On either form, click the Cancel button to return to the Approve Documents List without changing the document.

A Comment may be entered regarding the chosen action. This comment will be returned to the document creator and any prior approvers as a Banner message

Click on the Disapprove Document to disapprove the document or the Approve Document button to approve the document.  Either action will return you to the Approve Documents list where you can continue with other documents.