Approve a Workflow Form

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Approve a Workflow Form

• January 5, 2008
• contents are current as of date above

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Overview of the Approval Process

• Log in to Banner and view the Worklist.
• Open a specific workflow form.
• Review the form data and approve or deny.
• Form passes to next approver.
• Look up the status of a workflow.
• Get help with workflow.

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Open a browser, go to your campus home page.
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Log in with your FlashLine ID and password, click
Go.
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Click the Action Items tab.
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Scroll down to locate the Worklist channel.
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Click Open SCT Workflow
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The Banner Worklist will open.Click an item
title to view its form.
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Worklist NavigationPage controls at the bottom
of the worklist help you browse the list of
pending approvals.
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About Approving a Form

• As a form approver, you will see the entire form
  as completed by the submitter.
• You will be able to correct/change any
  information in editable fields. (Not all fields
  are editable.)
• You may approve the formor send it back to the
  originalsubmitter for changes.

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Form Disposition

• When you approve a form, it is passed to the next
  approver in line.
• Upon final approval, the form data is passed to
  Banner.
• Depending upon the form, print and e-mail
  notifications to departments or individuals may
  be automatically generated.

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The status search feature reports the progress of
a job through its workflow steps.
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Click Status Search to see the Search window.
Each workflow form has a unique ID , which you
can type in the Workflow Specifics Name field.
(Or just click Search to see a list of all forms,
and select the one you are checking.)
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The status diagram displays every stage in a
workflow. Click an item to view the details.
Item
Item Details
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Each element in the diagram reports the status of
a workflow activity.Completed activities
have a green check.Current (in process)
activities show a running man icon.Form
originators may contact you to checkthe status
of a form. They can also contact HR.
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Workflow Tips

• Check your worklist often.
• Create a mail folder and filter to collect
  workflow alert messages.
• Contact the Help Desk 672-HELP if you do not see
  your Workflow items.
• See Banner Workflow Proxy to set up a proxy
  approver.

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For help with Workflow, contact theHelp Desk
330 672-HELPhelpdesk_at_kent.edu