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Function documentationList Roles and Role Approvers Locate this document in the navigation structure

 

The List Roles and Role Approvers report lists all roles and role approvers that exist in the database. You can filter the report based on any of the fields on the List Roles and Role Approvers screen.

  1. To generate a List Roles and Role Approvers report, select from the parameters in the table below for the data that you want to review.

    Parameter

    Description

    Role Name

    To generate a report for a specific role, enter the role name here. You may also use wildcards to search for roles that contain specific text.

    Role Description

    To see all the roles that belong to a specific approver, select the role approver from this list.

    Secondary Approver

    To see all the roles that belong to a secondary approver, select the secondary approver from this list.

    Business Process

    To see all the roles and role approvers for a specific business process, select the process.

    Sub Process

    To narrow down the business process criteria, select a sub process.

    Functional Area

    To see all the roles and role approvers for a specific functional area, select that area.

    System

    To see all the roles and role approvers for a specific system, select that system from this list.

    Workflow Type

    To see all the roles and role approvers that belong to a specific workflow type, select the type.

    Critical Level

    To see all the roles and role approvers that have a specific critical level designated, select the level.

  2. Once you have selected your parameters, choose Search to display the requested results.

    Note Note

    To view the details of a request, copy and paste the request number into the Search Request option in the My Work tab.

    End of the note.

  3. Select any of the column headings in theSearch Results table to sort the request in ascending or descending order.

  4. Choose Clear to empty the fields and start a new search.

  5. Choose Cancel to return to the menu page.

  6. Choose the Print pushbutton to print the report.

  7. Choose the Download pushbutton to download the report for further analysis.

    Note Note

    The default download is to Excel. However, if the file is greater than 65,000 lines, the system automatically downloads in tab-delimited file format. The user cannot select this format, it is automatic based on file size.

    End of the note.