Un-Approve Reports to correct oversights
Updated over 2 years ago Table of contentsApproving reports in Pegasus locks the report from further modification. It is intended to act as a checks & balances and provide a system audit trail. Sometimes, even with the approval process, mistakes are made and information is missed.
Manager permission users can Un-Approve a report to make quick changes and re-approve.
There are a few caveats with Un-Approving a report:
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Reports can only be un-approved if they do not belong to an Approved Pay Period (see Payments help articles)
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When a report is re-approved a new version of that report is created
Reports can only be un-approved if they do not belong to an Approved Pay Period (see Payments help articles)
When a report is re-approved a new version of that report is created
We encourage users to use the Un-Approve feature is a worst case scenario. A best practice in Pegasus is to create a corrective report to offset any incorrect information, however we understand that there are circumstances where this feature comes in handy.
Locate the report you would like to Un-Approve from your project's Field Reports page. The report will need to have a status of Approved.
Select the report record in the grid. Select the Unapprove button.
You have successfully Un-Approved the report. The report will now have a status of Submitted in the grid. You are free to modify the report, Reject the report, or Approve the report.
Any data belonging to this report that is displayed in other pages in Pegasus will now be removed until the report is Approved again.