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Approval Dashboard
Approval Dashboard
The Approval Dashboard is the central hub for managing approval requests. It provides a tabbed interface with summary statistics at the top and three specialised views below: Pending Approvals, My Submissions, and Recent Activity.
Summary Cards
At the top of the page, colour-coded cards display aggregate counts:
- Total Pending — all drafts system-wide still awaiting approval
- Approved — drafts fully approved (all levels satisfied)
- Rejected — drafts rejected by an approver
- Cancelled — drafts withdrawn by their submitter
- Your Pending — drafts specifically waiting for your action based on your security role
Tab 1 — Pending Approvals
This tab lists all drafts that the current user is eligible to approve based on their security role and the workflow configuration.
Filters
- Transaction Type — narrow the list to a specific type (e.g., Purchase Order, Journal Entry)
- From Date / To Date — limit by submission date range
Columns
| Column | Description |
| Urgency | Visual indicator based on how long the draft has been pending (green = recent, yellow = aging, red = urgent) |
| Reference | Draft reference (e.g., DRF-0001), clickable to open the draft detail popup |
| Type | Transaction type (e.g., Purchase Order, Sales Invoice) |
| Workflow | Name of the approval workflow |
| Submitted By | User who created the draft |
| Date | Submission date |
| Amount | Transaction amount with currency formatting |
| Level | Current approval level number |
| Escalation | Escalation risk badge: OK (green), Warning (yellow — within 1 day of deadline), Overdue (red — past deadline) |
| Summary | Brief text description of the transaction |
| Actions | Approve, Reject, and Delegate buttons |
| View | Link to open the full draft detail view |
Taking Action
When you click Approve, Reject, or Delegate, a confirmation dialog appears:
- Approve — enter optional approval comments, then click Confirm to approve at the current level.
- Reject — enter rejection comments (may be mandatory if the workflow has Require Comments on Reject enabled), then click Confirm to reject the draft.
- Delegate — select a target user from the eligible list, enter an optional reason, then click Confirm to transfer your approval authority for this draft.
Tab 2 — My Submissions
Lists all drafts that you have submitted, regardless of their current status.
Filters
- Transaction Type — filter by type
- From Date / To Date — filter by date
- Status — All / Pending / Approved / Rejected / Cancelled
Columns
| Column | Description |
| Reference | Draft reference, clickable to open the detail popup |
| Type | Transaction type |
| Workflow | Workflow name |
| Date | Submission date |
| Amount | Transaction amount |
| Status | Current status badge (colour-coded: yellow = Pending, green = Approved, red = Rejected, gray = Cancelled) |
| Level | Current approval level |
| Completed | Date the draft reached a final status, or dash if still pending |
| Summary | Brief description |
| Cancel | Cancel button — visible only for your own pending drafts. Opens a dialog for cancellation reason + confirmation |
| View | Link to draft detail |
Tab 3 — Recent Activity
Shows the most recent 50 approval actions across the system (approvals, rejections, delegations, escalations, etc.).
Columns
| Column | Description |
| Date/Time | When the action was taken |
| Action | Action type badge (Approved, Rejected, Cancelled, Escalated, Delegated, etc.) |
| User | Who performed the action (System for automated escalations) |
| Workflow | Workflow name |
| Reference | Draft reference, clickable |
| Type | Transaction type |
| Summary | Brief description |