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This section will learn you how to set the hierarchical approval process.
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The basic principle for the documents workflow is the setup of hierarchical tree-structure.
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Define Chains and Teams
You can set up various departments chains 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.
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Navigate to Chain of Approval > Levels.
On the main menu, select Chain of Approval > Chain Levels.
The Chain of Approval page lists the modules which require the chain of approval to be defined. The modules are available in Adonis Crew Portal or Adonis Employee Portal. To create a hierarchical tree-structure, select the module you are working at. On selecting it, you need to create a chain. To do this, follow the steps below:
Right-click the module name and select New Chain in the menu. The following dialog will appear:
In the Chain dialog, enter the name of a new department.
Selecting Is Passive makes the created department unavailable in the tree-view chain of approval. The option is primarily used to avoid deleting levels in
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use. Otherwise, all linked documents will be lost and unavailable for submitting or editing.
As a result, a new department will become available under the Hours Registration section