Reviewing a Denied ChartField Request

   Overview   

When you receive an email indicating that a ChartField request has been denied, you cannot see the comments as to why this is denied in the email itself. To review the comments from the approver who denied the request, you will need to go into the original request transaction.

In this article, you will learn how to access a ChartField request that has been denied in order to review the comments.

1. Step 1

UGA Financials homepage page displayed with the General Ledger tile highlighted

First, log into the Financial Management System.

On the UGA Financials homepage, click the General Ledger tile.

2. Step 2

ChartField Request homepage displayed with the Submit Chartfield Request link highlighted

You will begin from the same page where the requests are initiated.

Click the Chartfield Request link.

3. Step 3

ChartField Request homepage displayed with the Find Existing Value tab highlighted

To search for a request that has already been submitted, click the Find an Existing Value tab.

4. Step 4

ChartField Request page displayed with the Collapse Menu button highlighted

Click the Collapse menu button to make your workspace larger.

5. Step 5

ChartField Request homepage displayed with the Clear button highlighted

Click the Clear button to clear the existing parameters.

6. Step 6

ChartField Request page displayed with the Clear button highlighted

If you have copied the Request ID from the denial email, use that to open the denied request..

7. Step 7

ChartField Request page displayed with the Set ID field highlighted

If you do not have the Request ID, you can use any combination of the remaining fields to locate the request.

Example shown here: "18000" in the SetID field.

8. Step 8

ChartField Request page displayed with the Request Status dropdown list highlighted

You can specifically look for journals with a status of Denied.

Click the Request Status dropdown list.

9. Step 9

ChartField Request page displayed with the Denied option highlighted

Click the Denied option.

10. Step 10

ChartField Request page displayed with the Requestor field highlighted

Enter the initiator's MyID into the Requester  field.  

Example shown here: "cjsmith" in the Requestor field.

11. Step 11

ChartField Request page displayed with the Search button highlighted

When you are finished entering your search criteria, click the Search button.

12. Step 12

ChartField Request page displayed with the Journal link highlighted

Select the journal you want to review.

Example shown here: 0000000046 link.

13. Step 13

ChartField Request page displayed with the View Approval Flow link highlighted

Click the View Approval Flow link to see the comments the approvers have entered.

14. Step 14

Approval Flow popup window displayed with the Expand button highlighted

Click the Expand button to open the Denial comments.

15. Step 15

Approval Flow page displayed with the Expand button highlighted

The Approval Flow page opens. You can see the status of the approval and see associated comments.

Click the Expand button to open the Comment History section which contains any prior comments recorded in the approval process.

16. Step 16

Approval Flow page displayed with the Return button highlighted

After you have reviewed the history of past approval steps and comments, click the Return button.

17. Step 17

ChartField Request page displayed with the Request Comments field highlighted

Update the request based on the suggestion in the denial comments and submit again for approval, if needed.  
 
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