Using Universal Search, navigate to the Approve Objectives dashboard.
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Click the To be processed tab to review the available Objectives.
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Objectives may be grouped by Sales Manager, Sales Rep, Location, or Chain using the Sort By drop-down.
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To filter Objectives, select one or more items from the applicable Customer, Product, and/or Objective field(s) and click Search.

To approve an individual Objective:
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a. Click Approve in the individual Objective.
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b. Review the confirmation message displayed showing that a task has been created for the approved Objective. Click OK to close.
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c. View the task on the Approved tasks tab.
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To approve all Objectives displayed on the dashboard:
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a. Click Approve All at the top of the dashboard.
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b. Review the confirmation message displayed showing that tasks have been created equal to the number of the approved Objectives. Click OK to close.
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c. View the tasks created for the approved Objectives on the Approved tasks tab.
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To decline an objective, click Decline.
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The Decline Objective pop-up will display. Select the appropriate reason code from the drop-down menu, then click Decline.
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The declined objective will now be visible on the Declined tasks tab.
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Navigate to the Declined tasks tab.
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Locate the Objective and click the Revert button.

Navigate to the Setup auto-approvals tab.
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Configure the toggles for 'Auto Approve All Tasks' and 'Add all products to next available invoice' for each Objective and Location.