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Open Initiations widget in the Landing Experience

This Data Table widget displays all in-progress authorizations/initiations where the current user is the Authorization Coordinator. Its purpose is to provide users an overview of authorizations that a

Updated over 2 weeks ago

This Data Table widget displays all in-progress authorizations/initiations where the current user is the Authorization Coordinator. Its purpose is to provide users an overview of authorizations that are in progress for the current user, as well as other authorizations within the user’s company.

The widget will return:

  • All in-progress Authorizations.

  • Authorization status is not Cancelled AND not Auth Complete

Screenshot of Open Initiation Widget

Functionality:

  • Click

    quick link icon

    to to view the Initiation/Authorization screen for the record in a new tab

  • Click the

    excel icon

    icon to export the data to Microsoft Excel in .xlsx format.

  • Click the

    filter

    icon to filter record per Initiation/Authorization owner. You can view your own Initiation/Authorization or include others Authorization Coordinator. Note, for My Initiations, User must be the Authorization Coordinator.

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