This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JLawler

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68 26-Nov-2021 10:22 9 KB jmyers to previous | to last APPROVAL_WIP_REC ==> APPROVAL_WIP_REC(System_Preference)
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APPROVAL PROCESS
APPROVAL PROCESS

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At line 79 removed 23 lines
!Approval User Interfaces
Approvals may be made using 2 different types of interfaces. The most common interface is the approval bar and the second is the approval action button. The approval bar is a graphical representation with added features to see the state of the approval process. The approval button simply makes an approval with available optional comments.
__Approval Bar__\\
The approval bar is divided into sections which represent each step in the process. The description of each step is displayed in bold to identify the step. Below the description is 1 approval record status used to describe that status of that step. In the example above an approval has been made on step 1 by the department manager and step 2 is ready to be approved by the HR personnel approver. To help show the status of each step is 2 chevrons colored green and red. Green notes an approval has been made and red notes a step waiting approval.
Each step has two methods of making an approval. The first is the quick approve, noted as a check mark on the step which the approver (user) has rights to approve. If the user is not an approver with rights to approve the quick approve is not available. When the quick approve is clicked an approval is made and the process is progressed to the next step or final approval as required. An option to make comments is not available.
The second is a menu available with a right mouse click over the waiting step. The first menu item is a text item showing the approver name. The three options following that are approve, decline and send back with comments.
The approve action on the menu provides an option to add comment to the approval via a dialog.
The dialog has an optional comment box and approve or cancel action buttons. The approve will advance the process to the next step or make the final approval as required.
The approval bar menu also provides the same type of dialog for Decline with comments and Send back with comments.
The last part of the approval bar is the information icon located to the immediate right of the approval bar. When clicked this action displays a view only dialog showing a record representation of the existing state of the approval proceeds based on the current approval records. Details shown include Date and time of the approval record creation, Step sequence, Status of the approval record, Approver Type, The identity for which the approval record was created, and optional comments made by an approver. These details may be viewed with more detail by day in [DDAPR] (see the Approval Screens section below) This dialog is based on the form (function)[MDAPR].
__Approval Action Button__
The second type of interface is simply an action button located on various forms. The approval screens list below includes the type of action GUI provided.
This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrottTop