Managing Approval Processes

An approval is a part of a workflow, which could be a single step or a series of steps that a piece of work must pass to be approved. The steps may typically involve different departments and employees who can review the work and either approve or reject it. The act of configuring approvals notifies the people in different levels of the hierarchy about the critical activities across the organization, thereby increasing transparency.

In order to navigate to the Approvals module, click the (Settings) icon and select Approvals under the GENERAL section. The Approval Process screen appears (as shown below), which displays the list of approvals configured with respect to the selected module of the application.

The upcoming sections explain how to create an approval process and configure various aspects of it.

Creating an Approval Process

Approval process is a feature that is used to approve records in the application. Budgets, invoices, and many other work items must undergo an approval process before they are considered either ready for kickoff or complete

Configuring Approval Details

Creating an approval process simply means defining the requirements of an approval. It includes configuring the details based on which the approval is triggered, assigning right personnel for processing

Processing an Approval Request

Processing the approval request is the act of the respective official confirming whether he accepts or denies the request

Other Functionalities

There are certain icons or functionalities associated with this section that facilitate various other activities