Path: Main Menu > Pending Authorization
If a record in the main application is manually routed to the logged-in user, it shows up as a line item on the appropriate authorization type.
A glance at the Pending Authorization menu identifies the type and number of authorizations needed. The red “badges” on the Pending Authorization menu display the number of pending authorization records waiting for review for each authorization type.
Pending Authorization Window
Each Authorization window displays some of the fields and line items that are also on the underlying window in the main application including a Comments field.
Add Comments before you opt to tap one of the links at the top of the window to:
- Accept
- Reject
- Ignore
Authorization Process
- Tap a pending authorization line to open the record on the iPad.
- Add Comments especially if you Reject or Ignore a request.
- Tap the desired link (Accept, Reject, or Ignore) at the upper right of the window.
You are returned to the list of any remaining authorization records. If there are no other authorization lines for this type, the window is empty.
If you need to defer a decision, be sure to add your reasons in the Comments field before you tap the Ignore link.