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- Defining the approval algorithm (Approval Process)
- Algorithm scheme and the creation of Action Points
- Assign Algorithm to a document
- Assign Approvers
- Appoint Deputies
- Approving of the document
Step 1: Defining the approval algorithm (Approval Process)
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Create or choose Role (it may have the same name):
Save and choose Action Point = Action = Approval Role = Procurement Manager and Action Point is created:
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The same Algorithm Process may be assigned to one or several documents.
Go to Process Management > Assign Algorithms and open register.
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Algorithm can be linked by time of action: specify the time of expiration of the previous algorithm and the starting time of the new algorithm.
It's possible to create a new algorithm for the same document:
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The algorithms need to be separated in time. So if some document is overfilled or created on an earlier date, the approval process is not changed for that period.
Step 4: Assign Approvers
Create a new record and choose a user and created earlier Role:
Step 5: Approving of the document
Now create a document that should be approved.
When a document is saved and posted, then the responsible person (Assigned Approver) receives a Notification and this user is able to approve a document.
To find all the documents that should be approved, please go to Process Management >Service Tools > Document Approval.
Find a required document and open it.
In the document, go to Approval link.
Then add a record, choose Approval Role and approve a document with Set button.
Save changes. Now the document is approved.