Receiving a Request for Approval


Concept

In this topic, you will see how notifications are received for Approvals.


Steps:

  1. The most common notification methods for a new Approval Request are:

     

    My Transactions

    Email Notifications from the UWB

    My Group Transactions

    Step 1

  2. In this first scenario, a new request has been assigned to you directly and the Transaction will appear on the My Transactions tab.

    Step 2

  3. New Requests for Approval has a status of Submitted.

     

    To filter only the Transactions with a Submitted status, click in the Status Filter field.

    Step 3

  4. Remove all filters, except for Submitted.

     

    In this example, click in the In Progress checkbox.

    Step 4

  5. To save the changes, click the Apply button.

    Step 5

  6. The Submitted filter is applied.

     

    Look for Transactions that are assigned to you directly in the Assigned To location of the Transaction.

    Step 6

  7. To access a Transaction, click on the applicable link.

     

    In this example, click the Fifth Third Bank refinance of Town and C... link.

    Step 7

  8. Click the Decisioning menu item.

    Step 8

  9. From within the Decisioning location, a History event displays the Assignment to you.  It also provides the individuals name that generated the Assignment.

    Step 9

  10. Click the Home icon.

    Step 10

  11. In the second scenario, based on User Preferences, an email may be received if a Transaction is assigned to you directly.

    Step 11

  12. The email notification will state Transaction Assigned within the body of the email.

     

    It provides the name of the individual that generated the Assignment in the UWB.

     

    There is also a link that directs to the Transaction within the UWB.

    Step 12

  13. In this example, click the 10007297 link.

    Step 13

  14. The link directs to the Transaction within the UWB.

     

    Click the Decisioning menu item.

    Step 14

  15. From within the Decisioning location, a History event displays the Assignment to you.  It also provides the individuals name that generated the Assignment.

    Step 15

  16. Click the Home icon.

    Step 16

  17. In the third scenario, you will assign a Transaction to yourself that is currently assigned to a Group that you are a member of.

    Step 17

  18. Click the My Group Transactions tab.

    Step 18

  19. New Requests for Approval has a status of Submitted.

     

    To filter only the Transaction with a Submitted status, click in the Status Filter field.

    Step 19

  20. Remove all filters, except for Submitted.

     

    In this example, click in the In Progress checkbox.

    Step 20

  21. To save the changes, click the Apply button.

    Step 21

  22. The Submitted filter is applied.

     

    Look for Transactions that are assigned to a Group.  The name of the Group can be located in the Assigned To location of the Transaction.

     

    NOTE:  If you are a member of multiple groups, use the My Group(s) list to select a different Group.

    Step 22

  23. To access a Transaction, click on the applicable link.

     

    In this example, click the 70429875 link.

    Step 23

  24. Click the Decisioning menu item.

    Step 24

  25. Use the Decision list to assign the Transaction to yourself.

     

    Click in the Decision field.

    Step 25

  26. Click Submit from the list.

    Step 26

  27. Click in the Assign To: field.

    Step 27

  28. Click Self from the list.

    Step 28

  29. Your name will auto populate in the Assign To Text field.

     

    Click the Save Decision icon.

    Step 29

  30. A History event reflects the Transaction is assigned to you.  The Transaction will appear on your My Transactions tab on the Home page.

     

    Click the Home icon.

    Step 30

  31. This last scenario shows how an assignment can take place just by accessing the Transaction and using the Save icon!

     

    If you performed an assignment in this manner accidentally, you can re-assign back to the appropriate Individual or Group based on the events in the Decisioning tab.

    Step 31

  32. Click the My Group Transactions tab.

    Step 32

  33. In this example, the Transaction 10007051 is currently assigned to a Group.

    Step 33

  34. Click the 50039782 link.

    Step 34

  35. No changes to the Transaction are made. 

     

    The action of saving the file from any location within the Transaction will automatically assign the Transaction to you.

     

    Click the Save File Information icon.

    Step 35

  36. A Confirmation window will ask if you want the Transaction assigned to you.  Select Yes or No.

     

    In this example, click the Yes button.

    Step 36

  37. Click the Decisioning menu item.

    Step 37

  38. The History shows the last entry as the automatic assignment.

     

    NOTE:  The Transaction can be re-assigned back to the original Individual or Group, if necessary.

    Step 38

  39. Based on User Preferences, an email notification will be sent/received for the assignment.

    Step 39

You have now seen how notifications are received for Approvals.

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