dspCompose

Allow Partial Approval

If the template was configured to Allow Partial Approval, the Review role user can reject only the data that is not correct instead of rejecting all of the records in the request.

NOTE: To allow partial approval, select the Vertical View for the Review role on the Template (Roles) page. On the Approve and Finish Settings tab, click the Allow Partial Approval check box to enable it. To set this globally, on the Parameters page, on the Template tab, click Allow Partial Approval.

NOTE: If the request has Org Units assigned, dspCompose™ will only send workflow emails to users who have Org Unit security for values on the request.

To partially approve a role:

  1. Click the Workflow link in the email to be directed to the request.

OR

  1. Select Requests on the Navigation pane.

  2. Click Roles for a request.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

  1. Click DATA ENTRY for the Review role.
  2. Review the data.
  3. Click the REJECT check box for each row of data to reject.

  4. Click Edit.

    View the field descriptions for the Reject page.

  5. Enter a justification for the role rejection in REJECTION REASON field.
  6. Click Save.
  7. Navigate to the Request (Roles) page.
  8. Click Approve to move the approved records to the Post role.
  9. Click Reject.
  10. Enter a justification for the role rejection in REJECTION REASON.
  11. Click Save.

NOTE: The records that were rejected are entered into a new request with the description [Original Request Description] (Rejected Records). The initial role users of the new request are sent a workflow email. The non-rejected records are then carried over for posting as part of the original request.

NOTE: If a role has been selected in the Partial Approval Reject Request Role Target list box (accessible on the Template (Role) page’s Vertical View on the Approve and Finish Settings tab for the Review role), that role is assigned the new request and the one that receives the email that the request is ready for processing. Refer to Set Target Role for Request Rejections from a Review Role  for more information

NOTE: If the original request had Org Unit values assigned, those Org Unit values are also assigned to the new request that contains the rejected records.

NOTE: The role rejection reason is included in the Reject email notification and can be viewed from the Vertical View of the Request via the Rejection Archive icon. The rejection reasons entered on the individual data records will be visible on those records on the Data Entry role for the new request.