Approver Role Center
The Centara Approver Role Center provides a dedicated workspace for users whose primary responsibility is approving purchase documents. It surfaces pending approvals, recent activity, and quick navigation to the approval queue.
Role Center variants
Two Role Center variants are available, depending on the approver’s needs.
| Role Center | ID | Description |
|---|---|---|
| Centara Approver | RSMSTA Approver Role Center | Full-featured Role Center with cues, activity groups, and navigation to all approval-related pages. |
| Simple Approver | RSMSTA Simple Approver Role Center | Streamlined variant focused on the approval queue. Fewer visual elements, optimized for users who only approve and do not need full navigation. |
Cues
The Role Center displays cues (tile indicators) that give approvers an at-a-glance view of their workload and recent activity.
Approver Cue
| Cue | Description |
|---|---|
| Documents Awaiting Approval | Number of purchase documents (headers) assigned to this approver that are in Pending Approval status. |
| Lines Awaiting Approval | Number of individual purchase lines assigned to this approver that are in Pending Approval status. |
Approved / Rejected Cue
| Cue | Description |
|---|---|
| Recently Approved | Documents and lines approved by this user in the recent period. |
| Recently Rejected | Documents and lines rejected by this user in the recent period. |
Selecting any cue opens the corresponding filtered list, allowing the approver to navigate directly to the relevant documents or lines.
Navigation
The Role Center provides quick navigation to the following pages:
- Approval Queue — the primary list of pending approval entries for the current user.
- Approval History — completed approval entries (approved and rejected).
- Purchase Invoices — filtered to documents in approval.
- Purchase Orders — filtered to documents in approval.
- Vendor Posting Setup — for approvers who also manage routing configuration.
Per-company visibility
The setting Show Approvals in Role Center (in Purchases & Payables Setup) controls whether the approval cues and navigation elements are visible on the Role Center for the current company. This is useful in multi-company environments where not all companies use the approval module.
| Setting value | Effect |
|---|---|
| Yes | Approval cues and navigation are visible on the Role Center. |
| No | Approval elements are hidden. The Role Center shows only non-approval content. |
Daily workflow for an approver
A typical daily workflow using the Approver Role Center:
- Review cues — Check the Documents Awaiting Approval and Lines Awaiting Approval counts.
- Open approval queue — Select the cue or navigate to the approval queue to see pending items.
- Review each document — Open the purchase document to review the header, lines, coding, and any attached source documents (PDF, XML).
- Approve or reject — Approve the document or line if everything is correct. If not, reject with a mandatory rejection code and optional comment.
- Check rejected items — Review the Recently Rejected cue to follow up on documents that were returned for correction.
For high-volume approvers, the Approve Lines without Confirmation setting (configured in User Setup) removes the confirmation dialog, allowing faster line-by-line approval.
Related pages
- Approval Workflows Overview — module overview and modes
- Approver Assignment — delegation and administrator role
- Approval Setup Reference — all configuration settings
- Roles & Permissions — permission sets for the Approver role