In tandem with Audit logs, the Approvals tab allows admins to view and compare the external system data and CAM either for audit or troubleshooting using CSV export jobs.
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:
Search role name as View Export Approvals to CSV in the permissions option.
Click Update to update/allow the permission or click Cancel to close the dialog.
Accessing the Approvals option
Navigate to Workspace Management.
Click on the Hamburger menu icon.
Click Export to CSV. The following dialog opens:
Selects the user name from the list.
Selects the type from the list.
Selects the status of the action type from the list.
Enter client name.
Enter matter name.
Click Submit. This will send the job for approval to the designated approver.
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.
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.
Export CSV file
Viewing the Approval dashboard
Go to the Approvals tab in CAM.
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: Users can configure the Approval report export in any of the following ways:
Selecting all fields: Requested by/Action Type/Status/Client/Matter
Selecting only one of the available fields: Requested by/Action Type/Status/Client/Matter
Selecting a combination of fields:
Requested by + Action Type/Status/Client/Matter
Action Type + Requested by/Status/Client/Matter
Status + Requested by/Action Type/Client/Matter
Client/Matter + Requested by/Action Type/Status
It is possible to select multiple values in the drop-down of Requested by and Action Type.
For the Status field, it is only possible to select one value at a time.
The name of the approval requester
The date the approval was requested
The name of the related Workspace
The type of action that needs approval
The client associated with the approval request
The matter related with the approval request
The status of the request. It can be one of the following:
Waiting for Approval
In Process. If a request goes to a group including multiple members/users, and one of those users has opened the request to approve/reject it, then the status will show In Process to other members of the same group (instead of showing Waiting for Approval). Additionallythe other users will not able to approve or reject the request.
The name of the user who approved the request
The reasons behind the approval or rejection of any given request.