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To switch on Process Management module, go to Administration > Settings > Service Settings and tick this option.

As Process Management is enabled, the corresponding module appears on the side panel

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All approval elements are located in the Process Management module

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A document is included in the approval process if it has an Approval link.

If there is no link, then adding the document to the approval process in not possible by default and customization is required.

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To create an Approval, please follow these steps:

• 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)

Go to Process Management > Process Algorithms and Create a new algorithm.

Fill the Main Tab. Put Description and Type (Approval) and Save it.

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Step 2: Algorithm scheme and the creation of Action Points

Go to Algorithm Tab, click on Start and press Add Action Point.

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Save and choose Action Point = Action = Approval Role = Procurement Manager and Action Point is created:

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Step 3: Assign Algorithm to a document

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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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.

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Step 4: Assign Approvers

 Create a new record and choose a user and created earlier Role:

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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.

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Create a new record and fill Replacement section.
User itself also may approve documents during mentioned period, it's not prohibited.

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Step 6: 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.

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Save changes. Now the document is approved.

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Step 7: Reset Approval Process

Users also may Reset the approval process.

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With this setting, the user may Reset the Approval Process.

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Irina Babenko