Page 4 - How do I Submit a Request for Compass Workflow Access_JobAid_WIP

Compass Workflow Access Request Forms
 GL Business Unit

 PC Business Unit
 Project

5. Enter the From Value from value of the type of ChartField selected.
6. Enter the To Value to value of the type of ChartField selected.

7. Review the Row Action column. This column indicates that the workflow approver assignment data will be included
in the request when submitted.

8. Click the Remove button if you want to do not want to include that specific row for the
request. The Row Action column changes from To be Added to To be Removed.

If you want to add more than one workflow role, click the Plus sign icon.

9. Optional: click the Save button.
 The system generates the Request Number at the top of the page.
10. Click the Submit for Approval button to send the request to workflow for approval.

Reviewing the Approval Tab

After submission, you cannot make any changes, you can only view the form. However, you can include
additional information on the Approval tab. Adding comments to the form is optional.

1. Click the Approval tab.

1 2

1. Enter your comments in the Comments window.

2. Click the Add Comments button.

The system returns to the Compass Workflow Request Form page. You can return to the Approval tab to review the comments.

1

1

Page 4 of 5
Emory Confidential and Proprietary Last Revised on 12/27/2016 Return to Table of Contents