Event/Approval Tracking |
The Event/Approval Tracking tab enables you to display and define tracking information about the events and approvals associated with the project.
When you copy a project ID, the information on this tab is cleared for the new project.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, requesting user ID, originating location ID, destination location ID, budget year, purchase year, status, and purpose, among other values. You can use the sort button to specify a sort sequence. If you do not specify a sort sequence, the IDs are listed in descending project ID order.
The field in the top section of this tab defines the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. The project description displays to the right of the ID.
The Events and Approvals screen groups in the bottom section of this tab enable you to display and define tracking information about the events in the project, including their approval.
When you specify the project ID for an item type of EQUIPMENT on the Line Items tab of the Data -> Procurement -> Bids or Data -> Procurement -> Estimates screen, or the Line Items or Delivery tab on the Data -> Procurement -> Requisitions screen, the line item event or delivery is automatically added as an event on this tab.
Information about the events associated with the project.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Event type ID
Valid identifier of the event's event type. It must NOT be an ID that has a check in the Approval event field on the Data -> Equipment Management -> Equipment Planning -> Setup -> Event Types screen.
Required if an asset category is specified on the Equipment Requested tab.
Planned start date
Date and time work on the project is planned to begin.
Actual start date
Date and time work on the project actually began.
Planned completion date
Date and time work on the project is planned to be complete.
Actual completion date
Date and time work on the project was actually completed.
Add to purchasing ID
Event-driven purchase order ID used to create a line item on a request for bid/quote/proposal, response to a request for bid/quote/proposal, requisition, or purchase order. This field is optional.
Note: The default status for generated purchasing objects must be PENDING.
Comments
Comments about the project's event.
Information about the approvals associated with the project.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Event type ID
Valid identifier of the event's event type. The ID must have a check in the Approval event field on the Data -> Equipment Management -> Equipment Planning -> Setup -> Event Types screen.
When you enter information in this field, information displays automatically in the User ID, Name, and Date and time fields, but you can change them.
Description/comment
Description or comment about the approval associated with the project. Optional, free-format area.
User ID
Identifier of the user who granted the approval. When you enter information in the Event type ID field, this information displays automatically.
Name
Name associated with the user ID. When you enter information in the Event type ID field, this field automatically displays the name associated with the user ID, but you can change it.
Date and time
Date and time that the approval was granted. The current system date and time display automatically, but you can change the information.