My approvals
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My approvals
- 2 minutes to read
- Print
- DarkLight
- PDF
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In this document, you'll find all the information about the My approvals screen of the Task Manager module, which enables you to view, approve, or reject the task execution requests assigned to your user.
Requirements
Being an approver user in an access group. For more information, access the section Create an access group in the document on how to manage access groups.
Path to access
- On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and then select Task Manager.
- In the side menu, select My approvals.
Top bar
| Item | Description |
|---|---|
| Show filters | Represented by the magnifying glass icon, it displays or hides the search fields on the screen. |
| Update | Represented by the counterclockwise arrow icon, it refreshes the page. |
| View actions | Represented by the three vertical dots icon, it displays a drop-down menu with possible actions for the report. |
| Print report | Represented by the printer icon, it opens a new page for printing the report. |
| Export CSV | Represented by the paper sheet icon, it downloads the report. |
| Schedule report | Represented by the clock icon, it opens the Schedule report screen. |
Search fields
| Item | Description |
|---|---|
| ID | Field that filters requests by their identification code. |
| Operation | Field that filters requests by the type of operation execution, which can be either manual or recurring scheduling. |
| Access group | Field that filters requests by the access group in which they’re registered. |
| Requester | Field that filters requests by the user who requested the task execution. |
| Requested date | Field that filters requests by the period in which they were requested approval. Use this field to enter the initial date of the request period. Format: MM/DD/YYYY. |
| until | Field that filters requests by the period in which they were requested approval. Use this field to enter the final date of the request period. Format: MM/DD/YYYY. |
| Status | Field that filters requests by their status. Available options are Pending, Approved, Rejected, Expired, and Cancelled. Clear the filter to enable the All option. |
| Governance | Field that filters requests by the governance code entered when requesting approval. |
| Reason | Field that filters requests by the reason selected when requesting approval. |
Report fields
- ID.
- Operation.
- Access group.
- Requester.
- Requested on: date and time when the request was submitted.
- Status.
- Expiration: date and time when the request will expire.
- Governance.
- Reason.
- Action: in this column, you’ll find the following options:
- Approve: represented by the check icon, it opens the Confirmation pop-up window where you can approve the task execution request with the options Yes and No.
- Three vertical dots icon: opens a drop-down menu with the options Reject and Details.
Info
The report displays 30 records per page. To go to the next screen, click the forward button at the end of the report.
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