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A chain of approval represents a series of document approvals that must happen in a specific sequence. ln other words, it describes the procedure the documents must pass through before they are approved and processed for payments.
Functionality
This section will learn you how to set the hierarchical approval process.
Chain Levels
The basic principle for the documents workflow is the setup of subordinateshierarchical tree-structure.
The chain of approval contains the following levels:
Subordinate is responsible for managing his/her own documents (timesheets, travel expense documents) as well as sending them for approval. A subordinate is under the command of a superior and, thus, takes the lowest level in the chain of approval with limited rights.
Coordinator has a higher level of control comparing to a subordinate. Each Coordinator has at least one Subordinate who is supposed to submit documents for approval. The documents are required to be verified and approved. In case the submitted document does not contain all the necessary information or is outdated, it can be rejected back to an originator (Subordinate) for editing or cancelling. A Coordinator may be a subordinate as well managing his/her personal timesheets and sending them for approval to a Coordinator of a higher level (or to an Approver).
Approver is responsible for approving documents and has the highest level of control for any department. Only approved timesheets are then sent to the Payroll module for further processing and payment. An approver can also be a Coordinator but cannot be a Subordinate.
Set Vessel/Organization
To define a vessel/organization for which you want to perform the setup, first log into the Adonis Administrator Portal. When logged in, use one of the tips to access the functionality:
Navigate to Configurations > General Settings.
On the main menu, select Configuration > General.
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Now, select an organization/vessel on the left-hand side pane of the Configuration page by:
Using a scroll bar to search through the list.
Entering a text in the search field to filter records.
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Select an organization if you want to set up the chain of approval for Adonis Crew Portal and a vessel - for Adonis Employee Portal. |
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Define Chains and Teams
You can set up various departments in which a team leader will manage documents based on the defined chain levels. For more information on the chain of approval levels, see Chain Levels.
To get started, access the chain of approval levels by using one of the tips below:
Navigate to Chain of Approval > Levels.
On the main menu, select Chain of Approval > Chain Levels.
create a hierarchical tree-structure in the appropriate section: