Authorization to Approve, Deny, or Cancel a Request

Issues: Users assigned to a role do not have the required access to approve, deny or cancel a request--or assigned users have access to one or more functions they should not.

Troubleshooting Tips:

Users are able to Approve, Deny, Cancel and/or Delete a request if the proper authorization is set up on the related request screen. This access can be added or removed from a role.

Check Employee > TCS > Employee Authorization Information Card to view the policies assigned to an employee, and to determine the role granting access to that policy.

  1. Run the Authorization Control report for the specified role to view the details, including the level of override allowed.

  2. If users do not have the required function access:

    • The user can be assigned to another role with the required functionality access.

    • An existing non-standard role can be updated to grant the required access.

    • A new role can be created which has the required access and assigned to the user.

Setting the Access for Request Status Updates:

  1. In the example below, the Education Transactions screen is being set for users to be able to Approve, or Deny records. They are not allowed to Cancel a record.

  2. From Configuration > System, open the Roles screen.

  3. Search for and open the record to be updated, or create a new role.

  4. Click on the Authorization Controls button in the left pane.

  5. Expand the folders in the Authorization Policy Hierarchy to find the screen or policy to be updated.

    Note  

    In order to access a specific screen, the user must grant access to each of the levels above the selected screen. For example, the user is first given access to the Actions Section, then the Approval Card, then Education Requests, and finally Education Transactions.

  6. To set the access for each function, click on the Add or Remove button to the left of the record. Clicking on this button alternately adds or removes access to this function.