Process Approvals
This screen facilitates the ‘work-item approval’ process in TFACTS. Workers can submit work items (such as Perm Plans, investigations, case closures, etc.) to their supervisors or other approvers for review and approval. The user’s security access rights and the status of the work-item will determine what approval actions can be taken.
Action
Route to My Supervisor - choosing this action will send the work-item to the logged-in worker’s supervisor for review and approval.
Route - choosing this action will enable elements where you must indicate Organization Category, the Organization, the Team and then a specific reviewer to whom the work-item will be routed for review and approval.
Reroute - this action can be selected by the worker when the work-item has already been routed for approval, but needs to be rerouted to another approver.
Recall - this action can be selected by the worker when they want to pull the work-item back for additional updates before the supervisor/approver approves the work-item.
Immediate – N/A notifications not available at this time (check if you want the reviewer to take immediate action on the work item.)
Comments – if necessary add any descriptive narrative.
Routing to a reviewer/approver other than immediate supervisor
Organization Category - select the organization category of the reviewer/approver.
Organization - select the organization of the reviewer/approver.
Team - select the team of the reviewer/approver.
Reviewers/Approvers - select the name of the person who will receive the work item.
Approver additional actions
Approve - this action will set the approval status of the work-item to ‘Approved.’
Return for Rework - this action will route the work-item back to the worker who submitted it for approval so that additional information or work can be completed before the item is re-submitted for approval.
Review and Route - this action allows the reviewer/approver to review and then route to a different approver if necessary.
[CF14 s01] (revised Dec 2017)