WHY CAN’T I FIND THE DOCUMENT I AM LOOKING FOR IN DOCUMENT REVIEW?

The Document Review screen allows you to search for and approve all documents in the system.  Assuming that the document exists, and that you have sufficient role and range rights to view that document, the selection options in Document Review allow you to narrow down the search results to find a particular document. 

If you are having difficulty finding a particular document, try using a very broad search request to make sure that you are receiving similar data.  A broad search request would be extending the date range to well before and after the document date.  Also make sure that the search is set for “All” document types, and the workflow status is set to either “Any Including Missing” or “Any Excluding Missing.” 

If you are still unable to find the document, try checking the box next to “Search by transaction date” and change the date range to include the dates that are on the document.  This allows you to switch from searching for documents by their document date (i.e. when the document was created), or the date they were submitted, to searching by the dates of the actual time entries on the document.  This is especially helpful when searching for leave requests, as leave requests are often submitted months in advance of the days off that were requested.  Users can usually remember what leave dates they asked for, but not when the leave request was submitted.

If the document is still not showing up after the above steps, then click on the plus sign [+] next to the “Show Advanced Search” text (found directly below the “Documents” picklist on the screen) to expand the advanced search options.  If the advanced search options are already being displayed, then there will be a minus sign [-] shown in that location instead.  Make sure that a saved search option in one of the advanced search fields or include/exclude boxes, such as an employee name, isn’t excluding the search result you are looking for.