Delegating Filtering Lesson 2 Reviewer/Approver Reviewer/Approver In this lesson you will learn:
Basic Roles Reviewer/Approver Concepts Actions and what happens next Understand Ad Hoc approval Understand approver pools Submitting Request Form Roles and Processes
Initiate 1. 2. 3. 4. Review Approve
View Initiator creates the transaction Reviewer, edits and approves Approver does final approval (no edits) Viewer views transaction via reports Reviewer/Approver Concepts
Not all business process are the same Reviewer can also be the Approver Approver Pools ISD charges do not go through this process pre approved Request Form Reviewer/Approver Actions Reviewer
Approver Approve Yes Yes Send Back
Yes Yes Add Approvers Yes No Deny
Yes Yes Save for Later* Yes Yes
Edit Worktag Defaults* Yes No Cancel Yes Yes
Action Button *Note: After Action performed item moves to Inbox-Archive except: Save for Later Edit Worktag Defaults Reviewer/Approver Actions Transaction details:
What it is Details Actions you can take What is a To Do? A To Do is a check list of activities to complete before continuing the business
process. Acknowledge checklist is complete by selecting submit. Transaction then moves to your InboxArchive. To Do Actions Inbox-Active Do actions per Instructions Submit
Request Form A Workday request form is used to request new, modify or delete worktags Search: Create Request Request Type: All Click: worktag type Describe request Date needed Other details Submit
Goes through approval business process Lesson 2 Reviewer/Approver Now that you have completed this lesson, you will:
Basic Roles Reviewer/Approver Concepts Actions and what happens next Understand Ad Hoc approval Understand approver pools Lesson 3 - Reports Reports Concepts In this Lesson, you will learn how to run and manipulate reports:
Searching and executing reports Saving filters Exporting reports to Excel Rearranging and filtering columns Drilling down on amounts to see line items
Instructor Demonstration Reports Frequently Used Reports Trial Balance Budget to Actuals Data Audit Reports Lesson 3 Reports Now that you have completed this lesson, you will be able to: Locate and manipulate reports
Save filters Use the export to excel function Use the drill down function Course Summary Course Review Now that you have completed this course, you will be able to: Understand your manager roles Actions and what happens next
Reports Thank you for attending Workday For Managers
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