A.3 Exception Approval: Approve Exception

 

Description

The Policy Exception Approver will receive the Travel Authorization if it included and exception.  They will then review the Arrangement Requirements of the Travel Authorization and the requested exceptions.

 

Outcomes

The Policy Exception Approver approves the exceptions by workflowing the document to the Studio Lead.  If the exceptions are declined the Policy Exception Approver will return the document to the Draft state back to the Initiator.

 

Policy Exception Approver cannot approve their own Policy Exceptions or Travel Authorizations.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

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Step 2: Review Exception Request.

  1. In Arrangement Requirements Section review the exceptions request that are selected.

  2. Review details in notes for the exception.

 

If the exceptions are not approved the document can be, return to the Initiator by workflowing to Return to Draft.

 

Step 3a: Approve Exceptions Request.

  1. Click Workflow drop-down list.

  2. Select Approve.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.

Or

Step 3b: Return Exceptions Request to Draft.

  1. Click Workflow drop-down list.

  2. Select Return to Draft.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.