Auth Policies (Detailed)

What can this report do for you?

This report is very similar to the 'Auth Policies (Summary)' report, but goes into more detail on which approvers have been added to an Authorisation policy.

There are three different types of Authorisation Policy:

• Job Authorisation (or 'Job Auth' for short)
• Job Requisition (or 'Job Req' for short)
• Contract Authorisation (or 'Contract Auth' for short)

This report gives more detail than the 'Summary' report on all three policies and how they are being utilised in your platform. One policy is shown per row.

Unlike the majority of our reports in Insights, you are not given the option of using the 'quick-date ranges' situated at the top of the page. Instead, you must use the Custom Filters section:

As the policies do not require a date specification, there is no date option in the Custom Filters:

Instead, you can choose

• The type of Authorisation (or 'Auth' type)
  
  - 'Job' refers to the Job Authorisation policy
  
  
• The Auth Policy Approver
  
  - Here you'll see all approvers that have been added to any policy
  
  
• The Auth Policy Fallback (this relates to the fallback approver that has been input into the policy
  
  - Here you'll see any Fallback approvers that have been added to a policy

Once you have selected the relevant filters (if applicable), click 'Submit'.

If you do not choose to add a filter, the page will look something like this:

The columns presented show you several bits of information:

• Policy ID - a unique ID given by the platform, to a specific policy
  - If, as in the example above, you see several rows for the same ID number, this means that there have been multiple updates to the policy
• Policy Name - the name specified on the policy by the creator
• Policy Type
• Policy Staggered
  - This relates to when the policy is being created, if the creator has chosen for all approvers to be contacted all at the same time or in order
  
  - The 'Staggered' title of this column indicates if the approvers are contacted in order.
• Approval Order
  - This relates to the order in which approvers are contacted
  - A '0' in this column indicates the first person who will be contacted as an approver
  - Ascending numbers after that ('1', '2' etc.) indicate the order additional approvers follow on in:
  

Scrolling to the right of the columns, you are presented with details surround the approvers and fallback approvers:

- Here you can see when approvers were created, updated and also deleted. 

Finally on the far-right of the report, the other columns presented include:

• Policy Created By
• Policy Created at (date)
• Policy Updated at (date)
• Policy Deleted at (date)