Approving, rejecting or putting Scheduled Tasks on hold

Scheduled tasks that have an estimated cost greater than the related approval level are managed (e.g. approved, rejected or put on hold) via the Approve Scheduled Tasks dialog.

To approve, reject on put on hold one or more scheduled tasks:

1. Select one or more scheduled tasks in the Survey grid.


Note

If selecting several scheduled tasks, please ensure that they have the same approval level assigned to them.

2. Select Scheduling | Approve scheduled tasks from the Network menu.
3. The Approve Scheduled Tasks dialog is displayed.
4. If approving task(s):
   1. Select Approved in the New approval status dropdown list.
   2. Tick as many names in the Approving officers section as there are required approvals.
5. If rejecting or putting task(s) on hold:
   1. Select Rejected or Hold in the New approval status dropdown list.
   2. Tick at least one name in the Approving officers section.
6. If required, type in comments in the Comment box.
Tip

Comments entered here will appear in the scheduled task property sheet, along with the names of the approving officers and a user and date stamp. This data is read-only and can be found in the Approval history box (Notes section for tabbed property sheets or Schedule Info section in the Object Properties Window).

7. Click OK to commit your changes and close the dialog.


When approving tasks only

A warning message is displayed to the user if the required number of approvals has not been reached. Click on OK on the warning message and tick more names in the Approving officers section of the Approve Scheduled Tasks dialog

The task(s) approval level has been updated accordingly.