Update and Approve New Position Request - Budget Admin

In this topic you will go through the steps for updating and approving a new position request.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Worklist menu.

   Step 2

3. Click the Worklist menu.

   Step 3

4. You can sort the Worklist items by clicking on the headers of each column.

    

   For example: by clicking on the Date From, the items will sort by date.

   Step 4

5. Click the FormApproval, 2401, NEWPOS, 1900-01-01, N, 0, New Position Reques link.

   Step 5

6. Review and update/correct as needed.

    

   Click the Go to Form button.

   Step 6

7. Verify the details of the request to ensure accuracy.

   Step 7

8. Click the Vertical scrollbar to move down the page.

   Step 8

9. Click in the New Position Number (PIN) field.

   Step 9

10. a valid value
     e.g.
    Enter
     "714001"
     into the New Position Number (PIN) field.
    Step 10

11. Click the OK button.

    Step 11

12. A New Position Request may be approved or denied.

    When denying the request, a reason is required in the comment text box.

     

    NOTE: In order to include a comment when denying the request the Deny button must be clicked first. A message will prompt to include a comment. Click the OK button and then enter the comments and click the Deny button again.

    Step 12

13. Click the Approve button.

    Step 13

14. As the final level in the appraval workflow the New Position is now created in the system.

     

    Click the OK button.

    Step 14

15. Notice the approval workflow is now complete with the last approver box in green, checked, and status changed to Approved.

    Step 15

16. Click the Home link.

    Step 16

17. Click the Sign out link.

    Step 17

You have completed the steps for updating and approving a new position request.

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