Approval Policy Report

Modified on Tue, Jun 10 at 10:48 AM

This report provides a clear overview of all approval policies implemented within your organization, including the type of policy, its current status (enabled or disabled), and the list of users responsible for approvals.

Filters

Filter	Description
Policy Enabled	Filter to view only enabled or disabled policies. Options include All, Yes, or No.

You can also use the search bar to quickly locate a specific policy or user.

Report Columns

Field	Description
Policy Name	Name of the approval policy.
Policy Type	Type of Approval policy (Company, Group or Location)
Location	The specific location associated with the policy.
Enabled (Yes/No)	Indicates whether the policy is currently enabled (Yes or No).
Approver Type	Displays whether the approver is a User, Role, or another type.
Approvers	List of approvers associated with the approval policy
Is User Active	Indicates if the listed user is currently active in the system.

Note: All applicable approvers will appear in the report regardless of level (user vs role-based)

Access Model

Category: Admin Exports

This is an advanced report. Contact your Account Manager or support@ottimate.com if you do not currently have access to Advanced Reports and would like to add them on.