Approval History

Approval History


The Approval History report allows you to view the signoff (stages and users) on pending or released objects over a specified timeframe.

You can view the Approval history for the following objects:

  • Items/Parts/BOMs
  • Changes/ECOs
  • Quality/CAPA
  • Projects
  • Vendors
  • Vendor Items
  • Service Objects

To view the Approval History report, select the Approval History link from the Workflow/Signoff Reports section or Object specific section of the Home Page.

Report Basics

The Approval History report contains the following key areas:

Report Options

The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.

The Options pane allows you to select/check which objects you wish to include in the report.

The Options pane provides the following report settings:

Include released itemsIf this option is checked, the report will include all pending and released objects. If this option is unchecked, the report will only include pending objects.
Include reviewersIf this option is checked, the report will include all required and "review-only" signoff users. If this option is unchecked, the report will only include required signoff users.

You can limit the timeframe of the report by specifying the Requested From and the Requested To fields.

The report allows you to include specific field values to filter the report results.

Report Results

The report output includes the following fields:

NumberPart/Key Number for the listed object
DescriptionDescription of the listed object
Rev/TypeRevision of item or object type
SignoffObject signoff state (e.g. "Released", "Pending", "Awaiting Release", etc.)
Raised OnDate the object was created
Days AgoNumber of days ago that the item was requested
Raised ByUser who created the object
SignerSignoff user
TypeSignoff user type (required or reviewer)
Sign StatusThe user's signoff status of the object
Signed OnDate and time the user signed the object
StageSignoff stage name
Stage StartDate and time the stage was activated
Stage EndDate and time the stage was completed
Stage DaysNumber of days the stage was open

The report also contains a column that will indicate the object type/icon.

You can sort any field by clicking the header title. A sort indicator will appear.

The report results will contain hyperlinks to launch the reported objects directly.

Results Export

You can export the results by clicking the Save/Export toolbar button.

From the Export Report panel, you can select the output format and file name.

Once the format and file have been specified, click the Save/Export Results button to create the report.

If the file is created successfully, the download link will be available. To view the report, click the download link.

Results Paging

The report toolbar will display the following information.

If the total number of returned records exceeds the number of results per page, the report will display a paging control.

You can navigate the results pages by clicking a specific page number or by using the Previous and Next buttons.