View the current approval information for a fee
Use approval details to view information about the approval process associated with a miscellaneous fee. Approval details provide visibility into the current approval status, completed approval activity, and available approval-related actions.
Approval details also serve as a starting point for investigating approval history, workflow activity, and other approval-related information associated with a fee.
Jump to what you want
Why it matters
Miscellaneous fees often require one or more approvals before processing can continue. Understanding approval information helps explain how a fee moved through the approval process and provides accountability for approval decisions.
Viewing approval details helps support:
- Transparency in fee approval processes.
- Accountability for approval decisions.
- Audit and compliance requirements.
- Understanding of how approval workflows operate.
- More informed review of fee-related transactions.
Who it's for
- Program Office users
- Financial operations teams
- Fee approvers
- Users researching fee activity
- Users investigating approval-related questions
How it helps
Approval details provide access to information associated with a fee's approval process.
Using approval details, you can:
- View the current approval status of a fee.
- Review approval information and workflow steps.
- Access approval history.
- Review approval notes when available.
- Access complete workflow history.
- View approval workflow diagrams.
- Continue researching approval-related activity.
Understand approval details
Approval details provide information about the approval process associated with a miscellaneous fee.
Depending on the fee's status, approval details may provide access to:
- Approval History
- Complete History
- Approval Notes
- Approval Diagnostics
- Approval Workflow Diagrams
The available information varies depending on the fee's current status and processing stage.
Information available on the View Approval Details page
The View Approval Details page provides information about the fee approval process and the workflow steps associated with the fee.
Approval Information
The Approval Information section provides summary information about the approval process.
| Information | Description |
|---|---|
| Category | The type of miscellaneous fee, such as background checks, conversion fees, non-standard compensation, or contractual penalties. |
| Submitted By | The user who submitted the fee for approval. |
| OU | The organizational unit associated with the fee, such as IT, Accounting, Sales, Marketing, HR, or Finance. |
| Business Organization | The business unit associated with the fee, such as a department, team, or other organizational structure. |
| Submitted On | The date the fee was submitted for approval. |
| Completed | Indicates whether all approval steps have been completed. |
| Status | The current approval processing state, such as Waiting or Approved. |
| Result | The outcome of the approval process, such as Completed or Rejected. |
Approval Steps
The Approval Steps section provides information about each workflow step associated with the fee.
| Information | Description |
|---|---|
| # | The numerical order of the workflow step. |
| Step | The name of the workflow step, such as Hiring Manager Approval or Supplier Approval Notification. |
| Step Status | The current state of the workflow step, such as Completed, Waiting, or Not Started. |
| Step Subject | The action required for the workflow step. |
| Type | The type of workflow activity associated with the step, such as Approve/Reject or Event Notification. |
| Result | The outcome of the workflow step, such as Approved or Rejected. |
| Assigned On | The date and time the workflow step was assigned or notifications were sent. |
| Completed | The date and time the workflow step was completed. |
Available approval-related actions by status
The approval-related actions available from the approval details page vary based on the fee's current status.
| Status | Available actions |
|---|---|
| Awaiting Financial Approval | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Cancelled | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Pending | Complete History, Approval History, View Approval Workflow Diagram |
| Processed | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Rejected | Complete History, Approval History, Approval Diagnostics, View Approval Workflow Diagram |
| Scheduled | Complete History, View Approval Notes, View Approval Workflow Diagram |
| Void | Complete History, Approval History, Approval Diagnostics, View Approval Workflow Diagram |
Important behavior
- The information available from approval details depends on the fee's current status.
- Some approval-related actions only appear after approval activity has occurred.
- Approval diagnostics are generally available only when additional investigation is required.
- Approval details provide access to additional approval-related information but do not display all approval information directly.
- User permissions may affect which approval information is available.
What this means in practice
Approval details act as a central location for researching fee approval activity.
For example:
- If a fee is awaiting approval, start with approval details to understand its current approval status.
- If a fee was rejected, use approval details to access approval history and diagnostics.
- If the approval activity is complete, use the approval details to review the workflow and approval information associated with the fee.
Additional considerations
- Approval details are often the best starting point when investigating approval-related questions.
- Approval history shows who approved or rejected a fee.
- Complete history provides a broader view of workflow activity.
- Workflow diagrams can help explain approval routing and approval paths.
- Different statuses may expose different approval-related actions.
How to view approval details
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
To accomplish your task, complete these steps from your Enterprise dashboard.
-
From the Simple Search option at the upper right of your dashboard, enter an assignment ID or a resource name for the assignment containing the fee you want to review. An Assignment page displays.
-
From the Assignment Menu, select View More > Misc Fee.
An Assignment Edit - Misc Fee page displays.
-
In the Generated Misc Fees section, locate the fee you want to review.
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Select the link in the Fee Status column. ⚠️
What this does: Opens the approval details associated with the fee.
Why this matters: Approval details provide access to information that helps you understand how the fee moved through the approval process.
In simple terms: You're opening the fee's approval record.
A View Approval Details page displays.
-
Review the approval information available for the fee. The information and actions available depend on the fee's current status.
-
If additional investigation is needed, use the available actions to access related approval information, such as:
- Approval History
- Complete History
- Approval Notes
- Approval Diagnostics
- Approval Workflow Diagram
Final result
You can view approval details for the selected fee and access additional approval-related information based on the fee's current status.
Key takeaway
Approval details provide a central location for reviewing fee approval activity and accessing additional approval-related information such as approval history, workflow details, approval notes, and diagnostics.
Frequently asked questions (FAQs)
What information can I view from approval details?
Depending on the fee's status, you may be able to access approval history, complete history, approval notes, diagnostics, and workflow information.
Why don't I see all approval-related actions?
The actions available depend on the fee's current status and your organization's configuration.
Can I see who approved a fee?
Yes. If available, use Approval History to view approval activity.
Where can I see approval comments?
Use View Approval Notes when that option is available.
Where can I learn more about the approval workflow?
Use View Approval Workflow Diagram to review workflow routing information.
What's the difference between approval details and approval history?
Approval details provide access to available approval information. Approval history focuses specifically on approval actions and approval activity.
Where can I see workflow activity that isn't related only to approvals?
Use Complete History to review completed workflow activity associated with the fee.
What should I do if I can't determine why a fee was rejected?
Review the approval details and, if available, use Approval Diagnostics to investigate the rejection.
Learn more
- About miscellaneous fees
- Tips on working with miscellaneous fees
- Understanding processing & statuses
- Adding a fee
- Adding a recurring fee
- Canceling a fee
- Reprocessing a fee
- Importing assignment miscellaneous fees
- Researching miscellaneous fee details
| Persona Program office users | Modules Contingent Staffing Services Procurement | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |