Actions that can be taken on a Document

Workflow actions

Action	Description
Acknowledge	An acknowledgement request does not prevent the document from going to final (posting, if the document is transactional) or the maintenance value being available from being used. In order to acknowledge a document you must open it. It cannot be cleared from the action list.
Approve	Approving a document sends it to the next route node. Once all approvals have been taken the document the transaction will post to the general or labor ledger or if a maintenance document, the value will be available for use.
Blanket Approve	Bypasses all subsequent levels of approval and immediately moves a document to Processed or Final status. Anyone who would otherwise have received the document for approval receives an acknowledge request instead. This action may be taken only by roles associated with blanket approve document permission.
Cancel	Denotes that the document is void and should be disregarded. Canceled documents cannot be modified in any way and do not route for approval.
Close	Allows you to exit the document. The system displays a message asking whether you want to save the document before closing. No changes to action requests, route logs or document status occur as a result of a close action. If you initiate a document and close it without saving, it is the same as canceling that document.
Copy	Allows you to create a new document based on the existing document. Not all document types can be copied.
Disapprove	Allows you to disapprove a document. When you disapprove a document you will be asked to provide a reason for the disapproval. Disapproved documents will route back to the initiator and all approvers who had previously approved the document will also receive an acknowledgement.
Error Correction	Allows you to correct documents by creating a new document that reverses the original transaction. This feature can be used only on documents that have completed the routing process and have been fully approved. Not all document types are eligible for error correction. Error corrected documents are read only.
FYI	This action is available only to users to whom a document has been routed for FYI. The difference between acknowledgement and FYI is that FYI requests can be cleared directly from the action list without opening the document. FYI requests also have a different effect on the document status than acknowledgements. A document with no pending approval requests but with pending acknowledge requests is in Processed status. A document with no pending approval requests but with pending FYI requests is in Final status.
Recall	Allows the initiator of a document to return or cancel a document they submitted as long as it has not been acted upon by any other user.
Reload	Refreshes the screen and displays the most recently saved information. Changes that are made but not saved prior to reloading a page are not maintained.
Save	If you are the initiator of this document, allows you to save your work and close the document. The document may be retrieved from your action list for completion and routing at a later time. If your permissions allow you to edit enroute documents, you can also save changes to an enroute document in your action list. Some documents allow other users to complete a document that has been initiated by someone else.
Send AdHoc Requests	Provides a mechanism for sending an fyi or acknowledge ad hoc request after you can no longer take action on a document.
Submit	Moves the document (through workflow) to the next level of approval. After a document is submitted, it remains in Enroute status until all approvals have taken place.