Approval​.Request

The Approval.Request is a model protection function which allows you to modify, process and delete data for a specific period based on your user role. The available user roles are Admin and User.

With the Admin role, you can perform the following:

• Add different users using the User.Admin function on the Tools menu.

• Enable the Protect function from the Period menu, to protect the selected period or multiple periods of the model from modification, reconciliation processing and data deletion.

With the User role, you can raise a request for the Admin to enable or disable the Protect function for a specific timeline. If the timeline of the model is protected, as a User, you will not be able to access, modify or run reconciliation for the selected period.

Raise a Protect or Unprotect request as a User

1. Login to the application model with User credentials.

2. Select the Period menu.

3. On the Period menu, select Approval.Request.

   The Request Form dialog appears.

   

4. In the Period From and Period To dropdown, select a period.

5. In the Request Type dropdown, select Protect or Unprotect as required.

6. In the Email To box, enter the mail ID of the Admin user.

   An email notification will be shared directly to the Admin.

   Note: To get an email notification, the Admin has to configure valid email credentials in the Email.Notification function on the Utility menu.

7. In the Remarks box, enter any comment, if required.

8. Select Submit Request.

   The request is submitted and is added to the list of requests at the bottom of the Request Form dialog.

Approve a Protect or Unprotect request as an Admin

9. Login to the application model with Admin credentials.

10. Select the Period menu.

    The number of pending approval requests appear as a notification over Approval.Request.

    

11. On the Period menu, select Approval.Request.

    The Manage Approval Requests dialog appears.

    

12. In the Pending Requests section, select the pending request.

13. In the Remarks box, enter a comment, if required.

14. Select Approve.

    A confirmation message appears and the request is added to the Completed Requests section.

    

    The specific period in the model is now protected or unprotected, as per the request, from any modification.