Approvals

Owned by Melanie Hoven
Last updated: Aug 02, 2022 by Elizabeth Acebu
3 min read

After a commitment is added or edited, it must be approved by the Department Chair or research unit Principal Investigator (PI) before it will pay. The Approvals tab lists commitments needing approval. It is only visible to users in an Approver role and that have access to the associated AidID/funding program.

Several filters are available to narrow down the list.

  1. Select one or several filter fields and click the Apply button to filter your list. Only funding programs associated with the Approver’s role will be listed in the filter.

  2. A student perm# can be use to view and approve one student’s commitments at a time.

To view more details about the commitments, click on the downward arrow to the left of the commitment to expand the detail view.

  1. Event - Change that needs approval: ADD a new commitment or CHANGE an existing commitment

  2. Current - The pre-edited amount of the commitment.

  3. Proposed - The new, edited amount of the commitment.

Actions can be taken for individual or multiple commitments at a time.

  1. Click the downward arrow at the top of the list to expand the detail view of all commitments.

  2. Click the box at the top of the list to select all commitments listed.

An Approver can approve/deny commitments individually by clicking the Approve or Deny button on each line or can approve/deny multiple commitments all at once. To take action on multiple commitments, manually select individual commitments by checking the box on several commitments or select all commitments by clicking the box at the top of the list. Then, in the Select Action dropdown list, choose either Approve Selection or Deny Selection and click the Apply Action button to take action on all commitments selected.

 

To view a list of commitments that need approval, follow these steps: 

  1. In GradPoint Financial, click the Reports tab.

  2. Select the Report Set: Financial. Click the View button. 

  3. Select the Funding Reports tab 

  4. Scroll to the right of the report and find the APPROVAL PENDING TYPE column. Click this tab to sort all of the commitments, bringing all of those that need approval to the top of the list.