Use the drop-down list to select the advance task that should be performed. Choose from the following tasks:

• Approve- Select this to add an approval task.
• Review- Select this to add a review task.
• Attach- Select this to add an attachment task.
• Record- Select this to add a record task.

Use this field to determine whether the task should be performed at the overall advance level, at the charge level, or whether it is for an attachment task.

The options available in the drop-down list vary by Task Type:

• Overall- This option is available from the Level drop-down list if the Task Type is Approve or Review.
• Charge- This option is available from the Level drop-down list if the Task Type is Approve.
• Attachment- This option is available from the Level drop-down list if the Task Type is Approve, Attach, or Record.

Use the drop-down list to select the order in which this task should be completed. You can use the same order number on different tasks.

This field displays in the Tasks table after you click Save.

Click to select the type of attachment that must be attached for this task. The lookup list displays the attachment types you created in the Attachments section of the Configuration > Configure General Settings screen.

Use the drop-down list to select the priority that should be given to the task. Valid values are Low, Medium, and High.

Click to select a start date for this advance task.

Click to select an end date for this advance task.

This field is only enabled when the Task Type is Attach. When you select this check box, the task must be redone if the advance is revised. Leave the check box clear if you do not want to enforce this requirement.

Click to select the role that is primarily responsible for performing this task. This lookup list displays all roles set up on the Manage Functional Roles screen that have authority over employees, or employees and charges, and have the rights to view advances.

Click to select the role that has backup responsibility for performing this task. This lookup list displays all roles set up on the Manage Functional Roles screen that have authority over employees, or employees and charges, and have the rights to view advances.

Select this check box to enable employees submitting advances to choose which supervisors or other users are notified that the advance approval task is due.

Include Backup Role in User Directed Task List is available for selection only when you select the User Directed Tasks check box directly above.

When you select the Include Backup Role in User Directed Task List check box, the names of those managers, supervisors, and administrators authorized to fulfill the backup role for advance approval tasks appear in a list from which the employee can choose.

Any user selected by the employee receives an expense report approval task.

This field enables you to establish whether the task is required or optional. Select either Required or Optional from the drop-down list.

From the drop-down list select one of the following options:

• None
• Error
• Warning

Use the Escalation section to enter the number of days, hours, and minutes that can pass after the end date before the task is upgraded to a low, medium, or high priority.

Use the up and down arrows to set the number of days that can pass after the due date before the task is upgraded to a low, medium, or high priority.

Use the up and down arrows to set the number of hours that can pass after the due date before the task is upgraded to a low, medium, or high priority.

Use the up and down arrows to set the number of minutes that can pass after the due date before the task is upgraded to a low, medium, or high priority.

Select the check box if you want to notify the individual responsible for the task when it is overdue. Whether the individual receives an e-mail or an alert is determined by the setting of the Notification check box on the Manage Expense Classes screen.