Miscellaneous Fees: Viewing approval history

Review approval activity for a fee

Use approval history to review the results of approval workflow steps associated with a miscellaneous fee. Approval history helps you understand what happened during the approval process, who participated in the approval, and when approval actions occurred.

Approval history is especially useful when researching approval delays, investigating rejected fees, or confirming that approval activities were completed as expected.

Why it matters

Miscellaneous fees often require review by multiple approvers before processing can continue. Understanding the history of those approval decisions helps explain how a fee progressed through the approval process and provides accountability for approval-related actions.

Viewing approval history helps support:

• Transparency in fee approval activities.
• Accountability for approval decisions.
• Audit and compliance requirements.
• Investigation of approval delays and bottlenecks.
• Better understanding of approval outcomes.

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 history provides visibility into the approval activities associated with a fee.

Using approval history, you can:

• Review workflow step results.
• Identify who participated in approval activities.
• Determine when approval actions occurred.
• Review approval outcomes.
• View approvers assigned to workflow steps.
• Access submitter and approver information when available.
• Investigate approval-related workflow activity.

Understand approval history

Approval history displays the results of workflow steps associated with a fee's approval process. From the Approval History Results page, you can review approval activity and investigate individual workflow steps.

The information available may vary depending on the fee's status and the workflow activity associated with the fee.

Information available in approval history

The Approval History Results page helps you understand how a fee moved through the approval process.

Additional information available

Using the available actions for the fee and your assigned permissions, you can:

• View approvers assigned to a workflow step.
• Review details about a specific approval step.
• Send reminders to approvers.
• Add approvers to a workflow step.
• View contact information for approvers.
• View contact information for the user who submitted the fee.

What this means

Approval history is most useful when you need to answer questions about approval activity.

For example:

• If a fee is delayed, review the approval history to determine where the activity stopped.
• If a fee was rejected, review the approval history to identify the workflow step associated with the action.
• If you need to contact an approver or submitter, use the available drilldown links to access additional information.
• If you need to understand workflow design, review the approval workflow diagram instead of the approval history.

Additional considerations

• Approval history is often used with approval details and the complete history.
• Approval history focuses on workflow actions and participants.
• Contact information may be available through approval steps and submitter drilldowns.
• Approval history can help identify workflow bottlenecks and approval delays.

How to view approval history

1. 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.
2. From the Assignment Menu in the lower left corner, select View More > Misc Fee.

    

   

   An Assignment Edit - Misc Fee page displays.

3. Select the link in the Fee Status column for the fee you want to review.

    

   

   A View Approval Details page displays.

4. From the View Approval Details page, take one of the following actions. ⚠️

    

   What this does: Opens approval history information associated with the fee.

   Why this matters: The available action depends on the fee's current status.

   In simple terms: You're opening the fee's approval activity record.

   • For fees in a Pending status, select Approval History.

     

   • For fees in a Cancelled, Processed, or Scheduled status, select View Approval Notes.

     

   An Approval History Results page displays.

5. Review the approval history information associated with the fee.

    

   

   The page displays the results of workflow steps associated with the fee's approval process.

6. Optional. Select View Approvers to open a View Approval Step page. ⚠️

    

   

   What this does: Displays information about approvers assigned to a workflow step.

   Why this matters: Helps identify who was responsible for a specific approval activity.

   In simple terms: You're viewing the people assigned to that workflow step.

   From the View Approval Step page, you can:

   • View approver assignments.
   • Add an approver.
   • Send a reminder.
   • Open approver contact information by selecting a username.
7. Optional. Select the Submitted By link to view contact information for the user who submitted the fee.

   

8. Select Return to go back to the View Approval Details page.
9. If you opened additional pages while researching approval activity, select Return as needed to return to the assignment record.

Final result

You can review approval workflow activity associated with a fee, identify participants in the approval process, review approval outcomes, and investigate fee-approval workflow activity.

Key takeaway

Approval history helps you understand who participated in the approval process, what actions were taken, and when they occurred. It is one of the most effective ways to investigate approval delays, workflow activity, and approval outcomes.

Frequently asked questions (FAQs)

What's the difference between approval details and approval history?

Approval details provide access to approval-related information and actions. Approval history focuses on the results of workflow steps and approval activities.

Can I see who approved a fee?

Yes. Approval history provides visibility into workflow participants and approval activity.

Can I identify where a workflow was delayed?

Yes. Approval history can help identify workflow steps associated with approval delays.

Can I see which approvers were assigned to a workflow step?

Yes. Use the View Approvers link when available.

Can I contact an approver from approval history?

Yes. You may be able to view approver contact information through the approval step details.

Can I contact the person who submitted the fee?

Yes. Use the Submitted By link when available.

Why don't I see all approval-related actions?

Available actions vary based on fee status, workflow activity, permissions, and organizational configuration.

When should I use approval history instead of the approval workflow diagram?

Use approval history to review what actually happened during approval processing. Use the approval workflow diagram to understand how the workflow is configured.

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