A.4 Overview of the Approvals App

The default view of the Approvals app is the Tasks view. This view displays all of the tasks currently assigned to or claimed by you, with the title of the task and the name and picture of the task recipient. The view lists tasks by expiration date, displaying the tasks due soonest at the top and tasks with no expiration date below.

If you want to approve or deny a request, or if you want to view the details of a particular task, click the task or task recipient name. If you want to contact a task recipient, click the recipient’s picture.

The Details view displays details for a particular task assigned to you. The fields displayed vary depending upon the request.

To approve or deny a task, provide any necessary information, and click either Approve or Deny.

If you need to approve or deny a large number of similar tasks, you can switch from the default single-task mode to bulk mode in the Tasks view.

To approve or deny multiple tasks:

To view your completed tasks, click the Completed Tasks icon . The view displays the completed task, as well as the time the task was approved or denied. You can click a completed task to view the details of that particular task. For more complex requests, you can click Form Values to view specific information for the request.

If necessary, you can delete one or more of your completed tasks from the Completed Tasks view. To delete tasks, click the Bulk Mode icon , select the tasks you want to delete, and click Delete.

The Login Settings view allows you to view or modify your login settings.

The Advanced Settings view allows you to view or modify advanced settings that determine how you receive data from the Roles Based Provisioning Module server.