Release Notes: 2.42.1.1 Patch Items Date released to Production: Monday, May 3rd, 2021
High-Level Summary:
- "Document Approval Report" and "Document Approval Summary" reports have been updated in order to reflect the enhancements on the documents module approvers tab. So, you can find the users easily who have not taken any accept/reject actions on the documents yet. They would appear in "Active" status at this time for all of your current documents that have not utilized the newly included approval hierarchy workflow yet.
- Example screen from the Approvers tab:
- Example screen from the "Document Approvals Report"
- Approver Status:
- Not Started: The approvers have been added to the workflow but the document owner has not clicked “Start Approval” button yet.
- Active: The current cycle is in progress, the approval notification emails have been sent to the approvers, however the approvers have not taken any approve/reject action yet.
- Pending: The next cycles have not started and the approval notification emails for the next cycles have not sent yet.
- Approved: The approval notification emails have been sent to the approvers and the approvers have approved the document.
- Rejected: The approval notification emails have been sent to the approvers and the approvers have rejected the document.
- Cancelled: The approvers have not taken approve/reject action yet but the document owner has decided to either publish the document or create a new draft of the document without waiting for the approval/rejection actions from the approvers.
- Approval cycle: The cycle of the approval workflow that the document is currently in
- Submission date: The date the user approve/reject the document approval request
- Due Date: The date the user should take approve/reject action on the the document approval request
- Example screen from the "Document Approvals Summary"
- Number of Cycles: Total number of cycles the document has
- Total Approvers: The total number of approvers in the document
- Approved: The number of approvers who approved the document
- Rejected: The number of approvers who rejected the document
- Pending: The number of approvers that are waiting in line to take action for the next cycles of the approval workflow
- Active: The number of approvers that have not taken any approve/reject action yet in the current cycle of the approval workflow
- Not Started: The number of approvers that have not taken any approve/reject action yet because the approval workflow has not been initiated yet at all
