The Pending Actions section lies below the Project Comments section on the Project Detail tab. This section will only appear for projects with a Pending version ("Pending" in Version picklist). The Pending Actions section provides the user with the ability to view the recent changes to the selected project and process these changes (i.e. "Submit for Approval" or Withdraw). This vital step pushes the changes to the Actions tab for them to follow the approval workflow. This section will be collapsed by default, but it can be expanded using the caret on the ribbon header.
Setup
The setup for the Pending Actions section is the same in both half-pane and full-pane mode. Once this section is expanded, the associated pending action entries will appear below the ribbon header. Each entry will be defined by these fields:
| Field | Description |
| Value Changed | This identifies which data element has changed. |
| Former Value | This identifies the value of the data element prior to the change. |
| New Value | This identifies the value of the data element after the change. |
| Updated Date | This is the date of the change. |
| Updated By | This is the name of the user who made the change in the format "Last Name, First Name". |
Each pending action will also include three editable fields which help them to be processed. These fields are:
| Control | Description |
| Type | This picklist will automatically display a "Change Type" based on the change made. Users with the Staging permission have the ability to upgrade the change type, users with the Demote Change Type permission have the ability to downgrade the change type; otherwise, this field is disabled. The available change types are Amendment, Administrative Modification, and Technical Correction. |
| Comment | This textbox allows the user to enter a comment to be associated to the change. |
| Action Status | This picklist allows the user to choose how to process the change: Submit for Approval or Withdraw. |
Above the pending action entries, the user will be able to view some overarching information about the currently selected project, the Approved STIP/TIP, and the Pending STIP/TIP.
The bottom of this section keeps track of any changes made, items ready to save, and items ready to submit. It also hosts the "Submit Actions" button to process these changes.
| Control | Description |
| Submit Actions | This button allows the user to process the changes. This button will only be enabled if the user selects an Action Status (Submit for Approval or Withdraw) and enters a change Comment. |
Process Changes
The user can process pending actions from this section to place them in the Actions tab. To do this, the user can follow these steps:
- Locate the change.
- Enter values into the Comment and Action Status fields.
- If desired, alter the Change Type by selecting another value in the picklist.
- Select the "Submit Actions" button.
NOTE: Multiple changes can be processed at once. To do this, the user can follow steps 1-3 for multiple pending action entries before selecting "Submit Actions".
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