You have the option of approving transactions from the individual record or in a summary format from the Pending Authorization window.
Pending Authorizations
When authorizers receive a notice of required approval, they can click the link in the email or launch WebTMA to open the Pending Authorization window.
The window lists Transaction Types applicable only to the user who is logged in. The authorizer clicks the arrow adjacent to the Transaction Type and clicks the identifying record number to open.
Each Detail window displays some of the fields and line items on the underlying module window including a Comment field. The following topics provide details about how to use the Pending Authorization window.
Authorizer Comments
Authorizers can add a Comment before they opt to:
- Authorize
- Reject
- Ignore
If several authorizations are required, the Comment field in the Comments Section of the Request Log window is required and reflects the remarks made by other authorizers. Other windows require authorizer's comments as well, such as the Purchase Order–Comments Section.
Authorize Process from Pending Authorization
When an authorizer clicks the Authorize button on a Pending Authorization, one of the following occurs depending on the number of Routes and authorizers required:
One authorizer in the route, One route for the record
Several authorizers in the route, one route for the request
One or more authorizers for each route, more than one route
If any authorizer on any Authorization Route clicks the Reject button, the transaction is not authorized.
No further action is required from other authorizers on this or other Routes if there are multiple Routes.
Ignore Process
Authorizers can click the Ignore button to defer making a decision. The Comment field is required to add notes about why the record has been ignored.
Other authorizers in other Routes can continue to approve the record; however, until the deferred transaction is approved or rejected, the record will not be authorized.
Authorization from Action Menu
Authorizers can also approve individual records using the Authorize link on the Action Menu of the record. This is similar to the standard Authorize function available when the Approval Routing System is disabled. In either instance, the authorizer clicks the Authorize link and completes the flyout.
The difference between the two is the appearance of the window. When Approval Routing System is turned off, the traditional electronic authorization window opens. However, when you use the Approval Routing System, the flyout shows the Authorization Comments (required) field as well as the three buttons (Authorize, Reject, and Ignore) that are available on the Pending Authorization window.
Whether you use the Authorize link from a record or the Pending Authorization window, the function of the buttons and fields are the same.
Authorization and Auto Attend
Path: Organization > Repair Center > Records / Auto Attend Tab
The Auto Attend Tab only displays on the Repair Center window if you have the optional Auto Attendant module. It is used to set up rules and priorities for automatically converting and scheduling selected Tasks.
Authorization override is an option for the rules. Authorization applies if you use Approval Routing. If the Override Authorization box is checked on the Repair Center / Auto Attend–Auto Attend Entry flyout, WebTMA does not route the request for approval.
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