Costpoint Online Help

Using the Help Search
Using the Help Search
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Approvals Subtask

Use this subtask to enter or view current approval status information for this ECN.

If you are rejecting the ECN (the Approval Action is R - Rejected in the main screen), you must add a Rejection Reason code in this subtask for the applicable Approval Title. However, if you select A – Approved as the Approval Action in the main screen and you save the record, populating this subtask is optional.

Table Window

This table window displays all Approval Titles (associated with the Approval Process code in the main screen) in which your user ID is assigned (on the Manage Engineering Change Approval Titles screen). If you would like to forward the ECN to additional Approval Titles, you may add new Approval Title lines prior to approving or rejecting the ECN and saving the record. Each time an ECN is rejected and resubmitted for approval (from the Manage Engineering Change Notices screen), a line will be added with a record of the Approval Title's action.

Field Description
ECN Rev

This field displays this ECN's revision code from the main screen.

Seq

This field displays the sequence number for the approval line.

Approval Title

This field displays the approval title for the ECN. If you add a new line, enter, or use Lookup to select, the Approval Title that should also review the ECN.

Action Code

Enter the approval action code for the selected Approval Title. Valid options are

  • Pending
  • Rejected
  • Approved

ECNs that have been submitted for approval (from the Manage Engineering Change Notices screen) will have an initial Action Code of Pending.

User

This field displays the user who rejected or approved this approval title.

Employee

This field displays the employee ID of the person who rejected or approved this approval title. If you are rejecting or approving the ECN, this field will populate with the default employee ID that is assigned to the Approval Title in the Assign User Approval subtask on the Manage Engineering Change Approval Titles screen, however you can modify the employee ID in this field.

Employee Name

This field displays the name of the employee who rejected or approved this approval title.

Action Date/Time

This field displays action date/time when the approval title was approved or rejected.

Phone

This field displays the telephone number associated with the employee ID.

Phone Extension

This field displays the extension associated with the telephone number.

Rejection Reason

If you set the Action Code field to Rejected, you must enter a Rejection Reason code. Rejection Reason codes are established on the Manage Engineering Change Rejection Reason Codes screen. This field also displays previous rejection reason codes for each Approval Title line for the ECN.

Approval Notes

Use this field to enter notes explaining why the ECN is being rejected or approved.

Approval Type

This field displays approval type associated with the approval title. Valid values are:

  • Electronic
  • Signature
  • Both
Customer Approval

This field shows whether or not the approval title is considered a customer approval step. This field is hidden if you selected M - Manual in the Customer Approval Method field on the Configure Engineering Change Notice Settings screen.