Page History

...

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)

...

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

Go up

Step 2: Algorithm scheme and the creation of Action Points

...

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

Go up

Step 3: Assign Algorithm to a document

...

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.

Go up

Step 4: Assign Approvers

...

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

Go up

Step 5: Appoint Deputies

...

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

Go up

Step 6: Approving of the document

...

Save changes. Now the document is approved.

Go up

Step 7: Reset Approval Process

...

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

Go up

Thank you for being FirstBIT customer!

...