Workflow Approver Resources

Workflow Approver Resources

  Step-by-Step Guide

The following step-by-step guide is a resource for UNI employees who have been assigned as Workflow Approvers to assist with the various screens used for approving Requisition Workflow Forms.

1. Access the Requisition for Your Approval Email
   The Jobs@UNI system will send an email alert notification email when you have a workflow form requiring your approval. To view and approve a workflow form, click once on the link provided in the email.
   
   
   
   
2. Login to Jobs@UNI
   The link will access the Jobs@UNI website, click once on the Login button located in the yellow menu bar near the top of the screen.
   
   
   
   
3. Select the Search Administration Login Tab
   As an assigned Search Approver, click once on Search Administration Login tab to access the UNI CatID login screen.
   
   
   
   
4. Complete the UNI CatID SignOn Form
   Enter your University of Northern Iowa CatID username and password and click once on Login button to access the Jobs@UNI system.
   
   
   
   
5. Access the Workflow Inbox
   From the yellow menu bar near the top of the screen, click once on the Workflow button to access the Workflow Inbox.
   
   
   
   
6. Select a Requisition to Review for Approval
   Below the heading Forms to Approve, click once on the Transaction Number (Trans #) to access the specific form requiring your approval.
   
   
   
   
7. Review the Requisition for Approval
   Carefully review all of the workflow form information and Workflow Attachments for any issues and accuracy. Once the form and Workflow Attachments have been thoroughly reviewed, you are ready to take action by entering in supporting comments and making an approval decision.
   
   
   
8. Enter Optional Supporting Comments
   Each form has the option to enter supporting comments for both approval and rejection information which will be viewable by the next level approvers. To enter optional supporting comments click once in the Enter Comments Below area and type/paste in the supporting comments. Click once on the Save button to save the comments.
   
   
   
   
9. Make an Approval Decision
   Below the heading Workflow Details, the three workflow requisition options are Approve, Do Not Approve, and Exit.
   
   
   • If you approve of the workflow form, click once on the Approve button which will send the form to the next level approver in the approval sequence.
   • If you do not approve of the workflow form, click once on the Do Not Approve button which will return the form to previous level approver/initiator in the approval sequence.
   • If you do not wish to take any action on the workflow form click once on the Exit button which will close form without any changes, keeping it in your Workflow Inbox under Forms to Approve.
   
   

For any additional questions regarding Workflow Approver options, please Contact Us.

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