The My Submittals dashboard displays all the user’s invoice submittals. This dashboard allows users to quickly view what is pending or recently submitted. Users may search their submittals or filter by the available fields.
The My Department dashboard displays the user’s departmental submittals. The displayed data will relate to the user’s PID. If the user is a Super Customer, all their departments’ submittals will be available on the dashboard. Users may search their departments’ submittals or filter by the available fields.
The Department Approvals dashboard will only appear for divisions that have the Departmental Authorization function enabled and the approver role assigned. Users with the Departmental Approval assigned can view all the pending submission that require their review. Users may search these submittals or filter by the available fields.
The Process dashboard will appear for Processors and contain data for the invoices they were assigned to process. Items that are Rushed or Priority will appear at the top of the dashboard automatically.
The Cancelled dashboard will show any cancelled submittals for the user’s department(s).
The Review dashboard shows submittals in the Review status. These items are being reviewed by the Processor. The Processor may request additional signatures or information during this phase.