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

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APPROVALS
APPROVALS

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!Defining Approval Processes
The Approval Process definitions identify which transactions require approval, the authorized [approvers|APPROVERS] and the levels of approval required.
The approval facility uses [Approval Processes|APPROVAL PROCESS], [Approval Steps|APPROVAL STEPS], [Approvers|APPROVERS] and [Approval Records|APPROVAL RECORDS].
!Defining Approvals
The Approval Process definitions identify which transactions require approvals, the authorized [approvers|APPROVERS] and the levels of approval required.
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*[Approvers|APPROVERS] must be defined and associated to an approval process.
*[Designated Approvers|DESIGNATED APPROVERS] are an approver's alternate approver and are defined in [IEDA] and [IEMDA].
*[Where Clauses for Approvers & Approval Processes|WHERE CLAUSES IN APPROVALS] may be defined in [IMDAO] or [IMWC] to filter approval processes or approvers for specific functions.
*[Approvers|APPROVERS]
*[Authorized Approvers|AUTHORIZED APPROVER|DESIGNATED APPROVERS] are defined in [IEDA] and [IEMDA].
*Where Clauses for Approval Processes may be defined in [IMDAO] or [IMWC].
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!Approval Functionality
*Approval User Interfaces - Approvals may be made using two different types of interfaces. The most common interface is the approval bar and the second is the approval action button.
**Approval Bar
***The approval bar is a graphical representation with added features to see the state of the approval process.
***For more information on the approval bar please read the [Approval Bar|APPROVAL BAR] page.
**Approval Action Button
*** The approval action button simply makes an approval with available optional comments.
**The [Approval Bar and Approval Action Button Functions|APPROVAL BAR AND BUTTON FUNCTIONS] page provides a list of the functions with either an approval bar or approval action button.
*[Approver Options|APPROVER OPTIONS]
*[Approvals on Positions|APPROVALS ON POSITIONS]
*[Approval Records|APPROVAL RECORDS]
*[Approval Stages|APPROVAL STAGES]
*[Empty Approvers|EMPTY APPROVERS]
*[Generic Approvals|GENERIC APPROVALS]
*[List of Approval Screens|APPROVAL SCREENS]
*[Approval Administrator|APPROVAL_ADMINISTRATOR]
!Approvals on Positions
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The approval functionality has recently undergone some improvements to make it more user friendly and compact. These changes will be included in the 4.07.00 and above releases of Personality; they will not be included in the back ports. The new approval bar is only supported in Internet Explorer 7 and in Firefox, it is not supported in prior versions of IE. Some of the recent changes are:
The approval functionality has recently undergone some improvements to make it more user friendly and compact. These changes will be included in the 4.07.00 and above releases of [{$applicationname}]; they will not be included in the back ports. The new approval bar is only supported in Internet Explorer 7 and in Firefox, it is not supported in prior versions of IE. Some of the recent changes are:
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*Changes were made to the [Options available for an Approver|APPROVER OPTIONS]
**New option to allow or disallow the ability to decline
**New option to allow or disallow the ability to send back an approval
*[Processing PA's in WVDAR/WVDARH|PROCESSING PA IN WVDAR WVDARH]
*New option to allow or disallow the ability to decline
*New option to allow or disallow the ability to send back an approval
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New changes with the 4.09.00 release include the following:
*New abilities to update outstanding approval records for approval processes
**A new [Maintain Approval Records|ACT_MAINTAIN_RECORDS] button has been added to [IDAP]. This button allows the user to update any outstanding approval records with any changes that may have been made to the approval process. If the approval process has been changed in any way this button __should__ be pressed.
**A new function called [UDAP] has been created to update outstanding approval records. This function has the same logic as the [Maintain Approval Records|ACT_MAINTAIN_RECORDS] button in [IDAP], it is just in a report update format. The [UDAP] should be scheduled to run every day (preferably early in the morning i.e between midnight and 7am) to ensure that any changes made to approval processes and designated approvers will be picked up and applied to any outstanding approval records.
*Start and End dates are now properly respected. A Process may have a “Start” and “End’ date where it will be considered to be “effective”. If the current approval entity’s AS_OF_DATE falls either between dates if both given, after the start if the end date is not provided or before the end date if the start date is not provided.
*A new [Approval Status|X_APPROVAL_STATUS] has been added called Future Approval. There are 2 types of Future Approvals.
**One is for records in a stage ‘Waiting Approval’, where the record has already entered an approval process and whose approver does not have [UpTo approval|UP_TO_APPROVAL].
**The second type is to indicate any items (ie: PAs or TS) that ‘may’ enter an approval process, such as new unsubmitted time sheets or pending PAs. This type of Future Approval is optional and is controlled by the site preference [APPROVAL_WIP_REC(System_Preference)] defined in [IMST]. Each table where approvers may need to see what they ‘may’ have to approve in the near future may be defined. For example a client may define PTS and SPA as preference values.
*[NEW APPROVAL FUNCTIONALITY]
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!Approval How To's
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*[How to Approve or Cancel a Training Request|HOW TO APPROVE CANCEL TRAINING REQUEST]
*[How to Approve or Cancel a Personnel Action|HOW TO APPROVE OR CANCEL A PERSONNEL ACTION|HOW TO APPROVE OR CANCEL A PERSONNEL ACTION]
!Approval How To's.
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!Approval FAQs
For a list of Approval Frequently Asked Questions see page [FAQ-APPROVALS]
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-----
Pages referencing Approvals
*
*[WP-APPROVALS]
*[APPROVAL STEPS]
*[APPROVAL PROCESS]
*[APPROVERS]
*[APPROVAL RECORDS]
*[WP-APPROVAL_IMPROVEMENTS]
*[NEW APPROVAL FUNCTIONALITY]
*[APPROVAL BAR]
*[NEW APPROVAL BAR (PROFESSIONAL)]
*[NEW APPROVAL BAR (SELF SERVICE)]
*[WP-APPROVALS_ON_POSITIONS]
*[POSITION APPROVAL SET UP]
*[APPROVALS IN OPEN ENROLLMENT]
*[MSS_APPROVALS]
*[MSS_APPROVAL_LEVELS]
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*[APPROVE_CANCEL_TRAINING_REQUEST]
*[APPROVE_CANCEL_PA]
*[DPS_APPROVAL_REQD]
*[DRV_APPROVAL_COMMENTS]
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*[BASIC ONE STEP OE APPROVAL]
*[MULTI STEP OE APPROVAL]
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*[IDAP]
*[IEDA]
*[IEMDA]
[CLEANUP]
[{If var='loginstatus' contains 'authenticated'
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![Notes|Edit:Internal.APPROVALS]
[{InsertPage page='Internal.APPROVALS' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.APPROVALS]
[{InsertPage page='Internal.APPROVALS' default='Click to create a new discussion page'}]
}]
This page (revision-61) was last changed on 26-Nov-2021 10:22 by kparrottTop