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 Steps, Approvers and Approval Records.
Defining Approvals #
The Approval Process definitions identify which transactions require approvals, the authorized approvers and the levels of approval required.- Approval Processes are user defined on the IDAP form.
- Approvers
- Designated 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 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
- 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. #
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
