Document Approval

When a check request exceeds an operator's group or individual approval limit, the document is stored in Document Approval for remote authorization. Managers possessing the proper managerial rights will be able to search, review, and approve each document requiring managerial involvement.

Having a separate menu option for managerial approval provides the organization with up to three levels of check controls. At each stage of the document's history, a different user may be involved in the process. For example, a user can enter and save a document. Another operator can log in and approve the saved document while a third user can log in, retrieve, and print the approved document. The extent to which these securities are used is based on internal security controls and requirements.

Click on areas of the image below for assistance in understanding each field.

Select a Start Date, End Date and Document type. Click Search.

The list box will display all saved documents requiring approval within the date range and document type for the selected user.

To Approve a Document:

To edit/approve a single document, click on the document in the search results window and then click Edit/Approve

Note: Standard Windows selection tools apply to expedite the selection process.

•	Single Selection - Select a single entry with a single left-click of the mouse.

•	Sequential Range Selection - Choose a range of sequential collection letter entries, left-click the first item of the range, hold the shift key down, and click the final entry. This will select all collection letters within the range.

•	Multiple Non-Sequential Selections - Highlight multiple non-sequential entries by clicking on each letter entry while simultaneously holding the CTRL key down.

•	CTRL+A (press the Control key and the "A" key) to select ALL the listed documents.

Once all selections are made, click Edit/Approve

Note: Once approved, documents leave this queue and can now be found within the Print a Saved Document queue.