Monitor an approval plan
Monitor approval plans to understand how the overall approval process is progressing.
Antes de Iniciar
To monitor an approval plan, you must have already defined an approval rule. For more information on how to create approval rules, see Create an approval rule. You can review and update the plans if required. Approval plans are not created manually.
Role required: admin
Por Que e Quando Desempenhar Esta Tarefa
The approval engine converts each approval rule into one or multiple approval plans. You can monitor approval plans to understand how the overall approval process is progressing, the routing and decision methods used, the list of approvers involved, the status of the approvals, the list of invoice lines the approval is planned for, and so on.
Procedimento
O que Fazer Depois
Use the related lists of the Approval Plan form to view the approval plan details and approvers associated with this approval plan.