This page (revision-9) was last changed on 26-Nov-2021 10:22 by JMyers

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

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APPROVER OPTIONS
APPROVER OPTIONS

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!!Approver Options
[Approvers|APPROVERS] may be defined with fours options. These options are “upto approval”, “allow send back”, “allow decline” and “allow change”. These only apply to a second level of approval or higher. Once that level of approval is reached the [approver|APPROVERS] will be notified of the pending approval. At that time the [approver|APPROVERS] now has three possible actions to make.
!!!APPROVER OPTIONS
[Approvers|APPROVERS] may be defined in [IDAP] with fours options. These options are “upto approval”, “allow send back”, “allow decline” and “allow change”. These only apply to a second level of approval or higher. Once that level of approval is reached the [approver|APPROVERS] will be notified of the pending approval. At that time the [approver|APPROVERS] now has three possible actions to make.
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When Up to Approval is checked that [approver|APPROVERS] is eligible to approve entities which they qualify for via the where clause, including entities that are waiting approval on a step with a lower sequence. When up to approval is granted “notification records (approval records)” will be created with a status of “Approval In Progress”.
When [Up to Approval|UP_TO_APPROVAL] is checked that [approver|APPROVERS] is eligible to approve entities which they qualify for via the where clause, including entities that are waiting approval on a step with a lower sequence. When up to approval is granted “notification records (approval records)” will be created with a status of “Approval In Progress”.
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This setting applies to a second level of approval or higher. If at the time of approval the [approver|APPROVERS] has reviewed the approval entity and does not like what they see the option to send the entity back to the beginning of the approval process is available. This will set all previous step approvals (approval records) to have a status of “Approval Sent Back” which will cause the first step [approvers|APPROVERS] to be notified to once again approve the entity. Comments as to why the send back was made may be entered if necessary.
The [Allow Send Back|ALLOW_SEND_BACK] setting applies to a second level of approval or higher. If at the time of approval the [approver|APPROVERS] has reviewed the approval entity and does not like what they see the option to send the entity back to the beginning of the approval process is available. This will set all previous step approvals (approval records) to have a status of “Approval Sent Back” which will cause the first step [approvers|APPROVERS] to be notified to once again approve the entity. Comments as to why the send back was made may be entered if necessary.
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This setting allows the [approver|APPROVERS] to decline the approval entity. The option is applicable to all steps the [approver|APPROVERS] is responsible for. If a decline is made the approval process is complete, no further approval notification is necessary. This option is available in the right mouse click menu . Comments as to why the decline was made may be entered if necessary.
The [Allow Decline|ALLOW_DECLINE] setting allows the [approver|APPROVERS] to decline the approval entity. The option is applicable to all steps the [approver|APPROVERS] is responsible for. If a decline is made the approval process is complete, no further approval notification is necessary. This option is available in the right mouse click menu . Comments as to why the decline was made may be entered if necessary.
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This setting will cause the approval entity to be editable or not during the approval. Change is allowed when the toggle is checked. Change is NOT allowed when the toggle is unchecked.
The [Allow Change|ALLOW_CHANGE] setting will cause the approval entity to be editable or not during the approval. Change is allowed when the toggle is checked. Change is NOT allowed when the toggle is unchecked.
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Once an approval entity has entered the approval stage of "Stage_WaitingApproval", CRUD will be controlled to the appropriate approver. This means that only approvers who have rights to approve on the current step with "allow change" rights will be able to edit the information displayed.
This page (revision-9) was last changed on 26-Nov-2021 10:22 by JMyersTop