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.
All approval elements are located in the Process Management module.
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.
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
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.
Step 2: Algorithm scheme and the creation of Action Points
Go to Algorithm Tab, click on Start and press Add Action Point.
Create an Action Point and fill Description and add Action:
Create or choose Action (it may have the same name):
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:
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.
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:
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
