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Follow the steps for adding permission to an access Approval option:
Go to Account Management.
Click Roles and select the user.
Click Edit and the following dialog opens:
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Search role name as View Export Approvals to CSV in the permissions option.
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Select Allow.
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Click Update to update/allow the permission or click Cancel to close the dialog.
Accessing the Approvals option
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Navigate to Workspace Management.
Click on the Hamburger menu icon.
Click Export to CSV. The following dialog opens:
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Fields | Description |
|---|---|
Requested by | Selects the user name from the list. |
Action Type | Selects the type from the list. |
Status | Selects the status of the action type from the list. |
Client | Enter client name. |
Matter | Enter matter name. |
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Click Submit. This will send the job for approval to the designated approver.
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On the Approvals tab, a list of approval requests will display. From here, the approver will have the choice to either select Approve to initiate the Job or Reject to reject the pending approval.
Select Cancel to close the dialog without approving or rejecting the request.
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| Info |
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Note: Clicking on the record after approving or rejecting, or any pending approval, will open details on the approval, and the parameters of the job. |
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Go to the Approvals tab in CAM.
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Use the Filter button to refine your search for approval requests.
Select any approval request and click on the hamburger menu to export the request as a CSV file.
| Tip |
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Tip: Users can configure the Approval report export in any of the following ways:
Additionally,
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Column | Description |
|---|---|
Requested By | The name of the approval requester |
Requested Date | The date the approval was requested |
Workspace Name | The name of the related Workspace |
Action type | The type of action that needs approval |
Client | The client associated with the approval request |
Matter | The matter related with the approval request |
Status | The status of the request. It can be one of the following:
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Approver | The name of the user who approved the request |
Comment | The reasons behind the approval or rejection of any given request. |
Note: This screen will only display if the user has enabled View Approval Request.
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