• Mid-Process Revision is when an appointment is revised in the middle of the approval process.
• After the “Send Appt Notification” step,  appointment changes on the My Approvals page will not be on the employee’s appointment notification unless it has been pushed back to a step prior to the notification sending.

Have the appointment that you want revised open on CSU TAE My TAE Approvals page. See Approve TAE Appointments.

Step 1: Carefully review the appointment to ensure that the mid-process revision is needed. Open each of the tabs to display the fields:

• Appt Data - displays appointment dates, pay, Timebase.
• Addl Data -  displays action/reasons, retirement codes.

Step 2: Open the Notification tab.

Step 3: Take note of whether the appointment notification has been sent.

Step 4: Open the Approval tab.

Step 5: Click the Pushback lookup to select a prior step in the workflow.  

Step 6: Select the step in which the revision is required.

Step 7: Enter the reason for the pushback in the Reason field.

Step 8: Enter the reason for the pushback in the Comments field.

• The comments field is visible to the approvers, so use this field to relay information.

Step 9: Click Save & Submit.

• The system reverts the workflow to the specified prior step.
• The system adds a check to the Revision check box so the approver knows that this is a revised appointment.
• The check mark is uneditable on the CSU TAE My Approval Page, if the transaction is pushed back to the Originator (step 0).

End of article