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Operations and Finance

U-APPROVE ACCESS

The following link will allow campus users to access the application:
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The link to U-Approve may be found on  under Staff Resources -> UApprove and under the letter "U" on the under "U-Approve".

HELP CONTACT

Please review the help guide below for information concerning the functionality and use of U-Approve. If you cannot find a answer to your question, please contact uapprove@mso.umt.edu.

THE MAIN DASHBOARD/HOME PAGE

The following is a general functionality instructional guide for the U-Approve application.

MAIN MENU

Start with the main menu and select either FORMS to create a submission or SEARCH to locate a submission.
Mouse over the "Forms" and "Search" menu options to expand each category and view the departments and forms available in U-Approve.

SUBMISSION STATUS MENU

Use the expanding category menu to track the progress of your submissions throughout the stages of the process.
Click any category in the menu to view/track any submission you've created or been affiliated with throughout the stages of the process. Menu categories will display the total number of submissions comprised of all form types.

SUBMISSION STATUS ON-FORM

STATUS ON-FORM: Once you've selected and entered a submission from the menu categories, the STATUS indicator reminds users at what stage of the process the submission currently resides.
Once you’ve selected and entered a submission from the menu categories, the “STATUS” indicator reminds users at what stage of the process the submission currently resides.

SYSTEM FUNCTIONALITY

Red indicates a required field.
Red flags within a given field indicate that the information is required.

BUTTONS

The universal functionality buttons of U-Approve; Edit, Save, Undo, Add

  • Edit: Click this button and activate the field(s) adjacent to it in order to enter information.
  • Save: After entering information into a record you must click, "Save".
  • Undo: If you've entered the wrong information for a given record, use this button to start again.
  • Add: Allows users to create additional line items or add records to a submission.

ADDITIONAL ACTIONS

Clone Forms, Summary Report, Deleting Forms and Submitting

  • Clone Form: create a copy of the selected form pending the status of the submission.
  • Summary View: To see the submission in a clean report format, click this button.
  • Delete Form: If you no longer intend to route a submission for approval, use this button to delete it.
  • Submit: Once all required fields and records within the form have been saved - click submit to send your form for approval.

ATTACHING FILES

Attaching Files: Click BROWSE and select the file from its location by clicking on it. File will appear into the UPLOAD QUEUE below. Click UPLOAD to attach the file to the form submission. To attach additional files you may click BROWSE again at any time during the process.

  • Click “BROWSE” and select the file from its location by clicking on it.
  • File will appear into the “UPLOAD QUEUE” below. Click “UPLOAD” to attach the file to the form submission.
  • To attach additional files you may click “BROWSE” again at any time during the process.

File name/format, file size and upload progress are indicated as they appear in the “UPLOAD QUEUE.”

  • A "CHECK MARK" indicates a successful file upload and attachment.

The queue will report the progress of your upload while each button allow files to managed appropriately:

  • “UPLOAD”
  • “CANCEL”
  • “REMOVE”