This report provides a clear overview of all approval policies implemented within your organization with the type of approval policies, their current status, and the list of users responsible for approvals.
Filters
Filter | Description |
Company | Select a specific company to view the approval policies associated with it or choose “All” to view all company wide policies |
Group | Select a specific group to view the approval policies associated with it or choose “All” to view all group policies |
Location | Select a specific location to view the approval policies associated with it or choose “All” to view all location specific policies |
Note:
If you want to run this report to view only the “Company” approval policies, then set the other two filters “Group” and “Location” to ALL.
If you want to view only the “GROUP” or “LOCATION” approval policies, then set the other two filters to ALL respectively.
Field Description
Field | Description |
Policy Name | Name of the approval policy |
Policy Type | Type of Approval policy (Company, Group or Location) |
Policy Scope | Name of the Entity associated (Company/Group/Location based on the Policy Type) |
Enabled (Yes/No) | Yes/No value indicating if the policy is enabled |
Approvers | List of approvers associated with the approval policy |
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.
