Report Status List
Status | Description | Action Allowed |
|---|---|---|
On Hold/ Draft | Draft means the report is not yet submitted or validated. | Edit and Delete |
Open | It is getting accessed by proxy, approver or the owner of the report. The system will timeout the open status based on the configuration the default is 4 hours from open. The approver or proxy could take over the report is currently opened by anyone. | Edit only by the one how opened it. |
Released | Released means the report is fully submitted and validated, but it could have validation warning. If there are validation errors the user will not be able to release the report. | Edit and Delete depends on the security T&E Access options if released reports could be deleted or edit it. |
In Approval Process | In approval process means the report is submitted and one of the approvers start the approval process but is not fully approved. | Edit and Delete depends on the security T&E Access options if in approval process reports could be deleted or edit it. |
Approved | Approved means the report is fully approved and it is ready to be posted or processed for payment. | Edit and Delete depends on the security T&E Access options if approved reports reports could be deleted or edit it. |
Closed | Closed means the report is closed and that action could be only executed by Admin or during extracts. | Edit and Delete is not allowed. |