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.
Approval Processes#
Defining Approval Processes#
The Approval Process definitions identify which transactions require approval, the authorized approvers and the levels of approval required.- Approval Processes are user defined on the IDAP form.
- Approvers must be defined and associated to an approval process.
- Designated Approvers are an approver's alternate approver and are defined in IEDA and IEMDA.
- Where Clauses for Approvers & Approval Processes may be defined in IMDAO or IMWC to filter approval processes or approvers for specific functions.
Approval Functionality#
- Approvals may be made using 2 different types of interfaces
- 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 page.
- Approval Action Button
- The approval action button simply makes an approval with available optional comments.
- Approval Bar
- Empty Approvers
- Approver Options designate how much approval functionality an approver may have.
- Approval Stages
- Generic Approvals
- There are numerous approval screens used throughout the Professional and Self Service applications.
Approvals on Positions#
A user now has the option of having an approval process triggered on the position table when certain fields are changed.
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 Wiki; 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 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
- 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#
Approval FAQs#
For a list of Approval Frequently Asked Questions see page FAQ-APPROVALSPages referencing Approvals#
- WP-APPROVALS -- delete
- APPROVAL STEPS
- APPROVAL PROCESS
- APPROVERS
- APPROVAL RECORDS
- WP-APPROVAL_IMPROVEMENTS -- delete
- NEW APPROVAL FUNCTIONALITY-- delete
- APPROVAL BAR
- NEW APPROVAL BAR (PROFESSIONAL)
- NEW APPROVAL BAR (SELF SERVICE)
- APPROVALS ON POSITIONS
- POSITION APPROVAL SET UP
- APPROVALS IN OPEN ENROLLMENT
- MSS_APPROVALS
- MSS_APPROVAL_LEVELS
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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