Approve Results at Multiple Levels

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. The fund approval hierarchy lets you define a minimum requirement by user role level, with more important edits needing approval by higher level users. You do not have to approve level by level by multiple users when you use a fund approval hierarchy.

Before you begin, ensure you understand fund approvals in Control Center. If you use dual approval, ensure you understand dual approval. 

Where You Can Approve and Unapprove Edits

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, as follows: 

• 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. 

• Fund Group Details View. You can use the Validation Results page for approvals and unapprovals. 

• Edit Test Results View. You can use the Edit Test Results page for approvals and unapprovals. 

Approve Edits

You can approve edits/warnings as authorized at your role level and at lower role levels. The approval (and unapproval) options are available on the page's Home tab in the Approve group. You can also select those options by selecting the rows you want to approve, right-clicking, and then selecting the appropriate approval option. Certain options are visible only to users authorized in User Administration to use those options.

To approve edits in Control Center:

1. To view an edit's approval history, click the Approved or Unapproved row for the approval role you want to review, and click Show Approval History. 
   You see the approval time, user name and role level, and approval notes for the Eagle users who approved and/or unapproved the edit.

2. To approve one or more edits, select the rows you want to change, select Approve As, and then select the approval role name at which you are approving the edit. 
   You can press the CTL key to select multiple rows. For example, if you are approving as a Preparer, which is Level 1 in your fund approval hierarchy, select Preparer.

3. To approve all edits in the window, select Approve All As, and select the approval role name at which you are approving the edit. 
   For example, if you have a Preparer role, which is Level 1 in your fund approval hierarchy, select Preparer.

4. To fully approve one or more edits, select the rows you want to change, and select Final Approval. 
   You can press the CTL key to select multiple rows. This option bypasses role-level requirements. It allows managers at upper levels of the fund approval hierarchy to approve an edit at multiple role levels at once, rather than approve at one level at a time in sequence.

5. To approve all edits displayed in the window at all role levels, select Final Approval of All.
   This option allows Eagle users at upper levels of the fund approval hierarchy to approve an edit at multiple role levels at once.

6. In the Validation Approval Notes box, enter an approval note in the Comment field, and click OK. 
   The title bar of the box identifies the approval role level you are using for the approval. For example: Approve as Level 1. The approval note can apply to one or more approvals. You can describe the reason for the approval.

After you approve edits, their approval status changes from Unapproved to Approved at the appropriate approval levels.

Unapprove Edits

You can review warnings/edits that were fully approved and then unapprove them. You can examine the approval notes, approval users, and approval times for previously approved warnings/edits. If you have sufficient permissions, you can unapprove edits/warnings that were previously approved at your role level or lower levels. The unapproval (and approval) options are available on the page's Home tab in the Approve group. You can also select those options by selecting the rows you want to approve, right-clicking, and then selecting the appropriate unapproval option. Certain options are visible only to users authorized in User Administration to use those options.

To unapprove fund edit details:

1. Identify the edit tests and warnings that require unapproval.
   You can see columns that show the approval status for each approval role level. You can unapprove Approved results.

2. To unapprove one or more approved edits, select the rows you want to change, click Unappprove As, and then select the approval role level at which you are unapproving the edit. 
   For example, if you are approving as a Preparer, which is Level 1 in your fund approval hierarchy, select Level 1. You can select multiple rows by pressing CTRL and clicking each row. Or press SHIFT and an arrow key.

3. To unapprove all the approved edits, select Unappprove All As, and then select the approval role level at which you are unapproving the edits. 
   For example, if you are approving as a Preparer, which is Level 1 in your fund approval hierarchy, select Level 1. You can approve only at the levels for which you are authorized. This option is not available when you use dual approval. 

4. In the Validation Approval Notes box, enter an approval note in the Comment field, and click OK.
   The title bar of the box identifies the approval role level you are using for the unapproval. For example: Unapprove as Level 1. The approval note can apply to one or more unapprovals. You can describe the reason for the unapproval.

After you unapprove edits, their approval status changes from Approved to Unapproved at the appropriate approval levels.

Show the Approval History

When you are researching edit test results when were previously approved or unapproved at one or more levels, you can display the approval history for those results. For a sample, see Understand Fund Approvals in Control Center.

To view an edit's approval history, click the row with an Approved or Unapproved cell with the approval role you want to review, and click Show Approval History. 

The Show Approval History options is available on the page's Home tab in the Manage group. You can also select this option by selecting the row with a history you want to display, right-clicking, and then selecting the corresponding option. You see the approval time, user name and role level, and approval notes for the Eagle users who approved and/or unapproved the edit.