This page (revision-61) was last changed on 26-Nov-2021 10:22 by kparrott

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

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APPROVALS
APPROVALS

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The Approval Process begins as soon as an employee (or other person) "submits" a transaction. Approvals may be done in Professional or Self Service, by managers and/or administrators. Supervisors who log into the Manager Self-Service module can view and approve transactions initiated by their employees. Administrators who log into Professional or Self Service can view and approve transactions initiated by the employees they are authorized for.
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.
*[Approval Processes|APPROVAL PROCESS] and [Approval Steps|APPROVAL STEPS] are user defined on the [IDAP] form.
*[Authorized Approvers|APPROVERS] are defined in [IEDA] and [IEMDA].
*Where Clauses for Approval Processes may be defined in [IMDAO] or [IMWC].
!Approvals on Positions
!Improvements to Approvals
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:
Some of the recent changes are:
*New [approval bars|APPROVAL BAR] in both Professional and Self Service interfaces
**Redesigned to be more compact
**Added a new approval information dialog
**Added ability to quickly approve via a single click of a mouse
**A pop up menu for approval actions is displayed when right mouse click on the approval bar
**Added ability to display a list of previous comments made for each approval step
*Context information of the record will show in place of the approval bar when an approval entity is not within the approval process
*New option to allow or disallow the ability to decline
*New option to allow or disallow the ability to send back an approval
*[NEW APPROVAL FUNCTIONALITY]
*[NEW APPROVAL BAR (SELF SERVICE)]
*[NEW APPROVAL BAR (PROFESSIONAL)]
!Approval How To's.
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[CLEANUP]
[{If var='loginstatus' contains 'authenticated'
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![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