All Approvals
Last updated
Udara360 User Guide
Last updated
The All Approvals page comprehensively views all pending approvals across various functions. It allows you to review and filter items awaiting approval.
Log into the application with your credentials.
From the dashboard, navigate to Operations.
Select Approvals from the dropdown menu.
Select All Approvals from the Approvals dropdown list.
Features of the All Approvals Page
Overview of Approval Requests
The All Approvals Page provides a comprehensive list of all approval requests, including key details such as:
Request ID: A unique identifier for each request.
Function Name: The type of transaction or function awaiting approval.
Initiator’s Name: The individual who initiated the request.
Initiator’s Branch: The branch from which the request originated.
Account Name: The name associated with the account involved.
Amount: The monetary value of the transaction or item needing approval.
Date Logged: The date and time when the request was submitted.
Approval Status: The request's Current status (pending, approved, or rejected).
Date Approved: The date the request was approved, if applicable.
Posting Reference: Provide the reference number for the transaction, if applicable.
Sanctioned By: The name of the approver, if applicable.
Actions: Quick access to view or act on each request.
Filtering and Search Functionality
To streamline navigation, users can easily filter and search for specific approval requests:
Filter Button: Allows you to search by function name, amount, or approval status criteria.
Reset Filter Button: Clears all filters to show the complete list of requests.
Column Details Explained
Each column in the approval request list is designed for easy reference:
S/N: Serial number for quick identification.
Request ID, Function Name, Initiator’s Name, Initiator’s Branch, Account Name, Amount, Date Approved, Posting Reference, Approval Status, Date Logged, Sanctioned By, Actions.
Reviewing
To review requests:
Click the view icon (eye symbol) in the Actions column to access detailed information for each request.
