As the approver you will receive an email from the Alma Access System when you have Access Forms that needs your attention.
The email will tell you how to access the forms.
To review this request:
- Go to TUportal and click on the Banner tab.
- Scroll down on the page to the My Worklist channel
- Click on the employee's name, and the workflow form will appear.
- If you do NOT approve this level of access, please deny the request and add a comment about the change; this comment will be visible to the employee via an email.
Once you login to https://tuportal.temple.edu, select the ‘Banner’ tab
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and scroll down to the ‘My Worklist’ channel, you should see something like the following;
Popups must be allowed on your browser.
For Firefox the directions are at https://support.mozilla.org/en-US/kb/pop-blocker-settings-exceptions-troubleshooting#w_pop-up-blocker-settings
For Chrome the directions are at https://support.google.com/chrome/answer/95472?co=GENIE.Platform%3DDesktop&hl=en
Once you enabled pop up window and you select a workflow, you should see a new browser tab open that looks like the following; in the Manager Review window.
Select a workflow to approve.
You can expand the line that shows the role selected to see what the role is that is being requested to be added to the user.
You can then select Approve or Deny based on your judgement.
That completes the process.
You may see this following window pop up afterwards;
This window shows active workflows that needs your attention. Same as the Worklist Channel, you saw in the Banner tab in TUPortal. So instead of going back to TUPortal tab you can continue to work from here.
If you select the name of the person in the workflow column, a pop up window will take you to the Manager Review screen, where you can view the form and Approve or Deny
Do not select the ‘Magnifying Glass’, it will take you to this window.
You can select start here and it will take you to the Manager Review window.
You could choose complete but then you won’t see what roles you are approving.
Overall, don’t recommend you operate in this window.
If you have any questions or concerns, you can contact me at chin@temple.edu