Can I start a record with information and then come back at a later date to complete it?

Yes, so long as you enter all required data for the portion of a record, you can save the record but not approve it. 

For example if you complete the PR# and Vendor on a purchase request and then save it will allow it. But if you enter the PR#/Vendor and just the Key for an item it will not save. You would have to delete the incomplete item and before saving just the top portion.

If you don’t approve the record, it will remain in your Pending Tasks and you can access it and complete it at a later time then approve it to start the approval process. 

Show All Answers

1. How do I request access to the system?
2. How do I log in?
3. Are there user manuals to walk me through how to enter something into the system?
4. My workspace is blank and says “Workspace Loading” but nothing is happening, what do I do?
5. I’m receiving too many emails from the system, is there a way to keep the emails from overcrowding my inbox?
6. What is a Security Code?
7. What are Screen Masks?
8. Can records be exported to excel?
9. What information is required to be entered?
10. Why is the Attach button greyed out and unable to be selected?
11. Can I modify what is displayed in grid mode?
12. Is there a way to see only objects that are associated with a particular key?
13. I received the error “Invalid account association in fiscal year”, what does this mean?
14. How do I view jobs that I have run in the past but no longer show up in my Workspace Job Queue?
15. Can I start a record with information and then come back at a later date to complete it?