Approvals Tab on the Lifecycle PowerView

The Approvals tab on the Lifecycle PowerView lets you review the approvals required for an object for all its lifecycle states.

You access this tab be clicking Approvals on the Lifecycle page for an object.

This topic defines these items:

Related Topics
Viewing an Object's Lifecycle

Columns



Column Name Description
State Lifecycle state where the task/signature is required; the current state shows in bold. All states are listed, even if there are no associated tasks or signatures. Any ad hoc tasks for the object show at the bottom of the list. Branched states are not listed unless a user has done something to activate the branch (such as cancelling an ECO).
Assignee Username, role, or group who needs to complete the task. Click to open the properties page for that user (link not provided if the assignee is a role or a group).
Task/Signature Name of the task or signature requirement. Click to view details about that task (link not provided for a signature requirement).
Task Title Title given the task; blank for signature requirements.
Comment/Instruction Comments entered when completing the task or signing for the signature requirement; if not yet completed or signed, the instructions given for the task, or blank for a signature requirement.
Action

What was done or needs to be done to complete the task:

  • Awaiting Approval. For tasks or signatures not yet completed
  • For tasks that do not require approval, shows the action type:
  • Comment
  • Notify Only
  • Approved. An appropriate signature has been entered
  • Rejected. The required user rejected the task
  • Ignored. The user indicated the signature could be ignored
  • Pending. The task/signature is for a future state and is not active until the tasks/signatures for all prior states have been completed.

Due Date Date the task must be completed, or the signature must be applied.
Complete Date Actual date the task was completed or the signature applied.

Actions Menu and Page Toolbar

The Actions menu and tab toolbar include these options:

Action Description For information, see:
Approve/Reject Approves or reject the task. Approving or Rejecting a Task
Reassign Reassigns the selected task to a different user. Reassigning a Task
Add Approver Adds an additional approval task to the object. Adding an Approval Task
Add From Template Adds the list of approvers from a route template. Adding Approvers from a Route Template to a Task
Remove Approver Deletes the approval task from the route; you must have modify access (such as by being the route owner). Not applicable.
Edit Edits the due date for a task/signature. Working with Lifecycle Approvals
Launch Opens the Approvals tab in a new window. Not applicable.