Page Comparison

The Submittals Menu lets you choose from multiple dashboards, with some being present only if you have the corresponding role.

• The My Submittals dashboard displays all

  the user’s

  your invoice submittals. This dashboard allows

  users

  you to quickly view what is pending or recently submitted.

  Users

  You may search

  their

  your submittals or filter them by the available fields.

• The My Department dashboard displays

  the user’s

  your departmental submittals. The displayed data

  will relate

  relates to

  the user’s

  your PID. If

  the user is

  you are a Super Customer, all

  their

  your departments’ submittals

  will be

  are available on the dashboard.

  Users

  You may search

  their

  your departments’ submittals or filter by the available fields.

• The Department Approvals dashboard will only appear for divisions that have the Departmental Authorization function enabled and if you have the

  approver

  Approver role assigned.

  Users with

  If you have the Departmental Approval role assigned, you can view all the pending submission that require

  their

  your review.

  Users

  You may search these submittals or filter by the available fields.

• The Process dashboard will appear

  for Processors and contain

  if you are a Processor. It contains data for the invoices

  they were

  you have been assigned to process. Items that are Rushed or Priority

  will

  appear automatically at the top of the dashboard

  automatically

  .

• The Cancelled dashboard

  will show

  shows any cancelled submittals for

  the user’s

  your department(s).

• The Review dashboard shows submittals

  in

  with the Review status. These items are being reviewed by the Processor. The Processor may request additional signatures or information during this phase.