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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
- Reset Approval Process
Step 1: Defining the approval algorithm (Approval Process)
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Create a new record and choose a user and created earlier Role:
Step 5: Appoint Deputies
In case of vacation or sick leave of Assign Approver, it's possible to Appoint Deputies for exact approval process.
Go to Process Management > See Also > Appoint Deputies.
Create a new record and fill Replacement section.
User itself also may approve documents during mentioned period, it's not prohibited.
Step 6: Approving of the document
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Save changes. Now the document is approved.
Step 7: Reset Approval Process
Users also may Reset the approval process.
This option is not available for every user, additional settings should be done.
To enable this option for a user, go to Administration > Users.
Open a user and choose Personal Settings. There tick Show Advanced Settings:
Go to tab Process Management and tick Allow to Reset an Approval Process. Save and close and the main tab.
With this setting, the user may Reset the Approval Process.
