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. !Defining Approval Processes The Approval Process definitions identify which transactions require approval, the authorized [approvers|APPROVERS] and the levels of approval required. *[Approval Processes|APPROVAL PROCESS] are user defined on the [IDAP] form. *[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. !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] !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 *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 !Approval How To's *[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 CANCEL A PERSONNEL ACTION] !Approval FAQs For a list of Approval Frequently Asked Questions see page [FAQ-APPROVALS] [{If var='loginstatus' contains 'authenticated' ---- ![Discussion|Edit:Internal.APPROVALS] [{InsertPage page='Internal.APPROVALS' default='Click to create a new discussion page'}] }]