When you use a fund approval hierarchy, Control Center allows you to approve edits in a sequential role level manner, disabling higher level approvals until the lower level approvals are complete. As a result, an edit test result can show multiple approval statuses that correspond to different required approval levels. For example, say you require four levels of business approval for an edit test. The lowest reviewer in the hierarchy reviewed and approved the edit, but the higher reviewers in the hierarchy did not yet review the edit. In this case the edit has an Approved status at the lowest level of the fund approval hierarchy and it has an Unapproved status at the three higher levels of the fund approval hierarchy.
Before you begin, ensure you understand fund approvals in Control Center. If you use dual approvals, ensure you understand dual approvals.
How to Approve and Unapprove
You can review and approve edit test results in Control Center in several areas of Control Center, depending on your workflow and the Control Center view you use. Detailed instructions are available for:
- Fund Group Summary View. You can use the Pending Fund Edit Details page for approvals. You can use the Pending Fund Edit Details page and the Complete Fund Edit Details page for unapprovals. See Approve Fund Edit Details.
- Fund Group Details View. You can use the Validation Results page for approvals. See Approve Validation Results in Fund Group Details View.
- Edit Test Results View. You can use the Edit Test Results page for approvals. See Approve Edit Test Results.
Approval Example
The following example describes the approval process.
In this example, you use the Edit Test Results page to search for the results you want to review at your approval role level. You are a Preparer (Role 1).
Click the row you want to review. You review a result that has an Unapproved status at the Preparer level. You can select the Manage options in the Home tab or can select available right-click options to obtain additional information about the selected row.
Say you want to approve the select row. You can click the Approve As option in the Home tab, and then click Preparer. Or you can use the corresponding right-click option.
WRITERS NOTE: need a fund that is not dual approval and has multiple levels. then describe its user role levels used and walk thru multiple approvals with a specific scenario
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