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10. Policy Monitoring and Order History

Open the policy overview

Select the View icon beside an allowance policy to open its policy overview and history.

Review employee allowance balances

The Policy Overview Dashboard shows allocated, additional, used, and remaining allowances by employee. Open Order History to inspect allowance consumption.

Inspect order history

Order History provides employee-level figures for allocated amount, extra allocation, rollover balance, used and remaining allowance, and the associated orders.