Description

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 paymentsfurther processing.

Functionality

This section will learn you how to set the hierarchical approval process.

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Define_Chain_for_Vessel Define_Chain_for_Vessel

Define Chain

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for Vessel

You can set up various 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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1. Right-click the module name and select New Chain in the menu. The following dialog appears:

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2. In the Chain dialog, enter the name of a new chain.

3. Clcik SAVE to proceed.

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As a result, a new chain will become available under the selected module:

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Now, specify set an approver for the created chain. To do this, follow the steps below:

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As a result, an approver level is added to the tree-view structure of the chain levels:

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To define a coordinator:

1. Under the selected module, right-click the added approver position and select Add Below > New Coordinator from the menu. This opens the Member dialog:

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2. From the Position drop-down list, select the position you want to assign. On selecting, you can enable the options as below:

   • Is Passive makes a position unavailable in the list of subordinates. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Is Coordinator sets the coordinator level in the chain of approval. Selecting the option enables the Can modify document if approver/coordinator option.

   • Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.

   • Is Time clock only user specifies that a subordinate uses Time clock for time registrations.

   • Can modify document if approver/coordinator (active only if the Is Coordinator option is enabled) provides a coordinator with the permission to modify time registrations. Besides, you can specify the documents to be modified by selecting Hours rigistrations

3. Click SAVE to proceed.

As a result, a coordinator level is added to the tree-view structure of the chain levels:

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To add a subordinate, follow the steps below:

1. Under the selected module, right-click the added coordinator and select Add Below > New Subordinate from the menu. This opens the Member dialog:

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2. From the Position drop-down list, select the position you want to assign. On selecting, you can enable the options as below:

   • Is Passive makes a position unavailable in the list of subordinates. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Is Coordinator sets the coordinator level in the chain of approval. Selecting the option enables the Can modify document if approver/coordinator option.

   • Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.

   • Is Time clock only user specifies that a subordinate uses Time clock for time registrations.

   • Can modify document if approver/coordinator (active only if the Is Coordinator option is enabled) provides a coordinator with the permission to modify time registrations.

3. Click SAVE to proceed.
   

As a result, a subordinate level is added to the tree-view structure of the chain levels.

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Set_Multiple_Levels Set_Multiple_Levels

Set Multiple Levels

You have the possibility to assign multiple coordinator and/or approver positions to a chain.

To do this, first, make sure you have created a chain (see Define Chain for Vessel) and proceed with the instructions described below.

To add an approver multiple level:

1. Right-click the created chain and select Add below > New Multiple Level from the menu. This opens the Member dialog:

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2. Define the name of the approver multiple level being created (the Multiple Level name is set by default). When done, you can enable the options as below:

   • Is Passive makes the level unavailable in the list. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Can not approve own Timesheets forbits an approver to approve own timesheets.

   • Can modify document if approver/coordinator provides an approver with the permission to modify time registrations.

   • Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.

3. Click SAVE to proceed.
   

As a result, an approver multiple level is added to the tree-view structure of the chain levels.

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Now, you can assign approver positions to the level. To do this, follow the steps below:

1. Right click the created approver multiple level and select Add approver. This opens the Approver dialog:
   

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2. From the Position drop-down list, select the position you want to assign.

3. Click SAVE to proceed.

As a result, an approver position is assigned to the created multiple level:

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Now, set an approver for the created chain. To do this, follow the steps below:

1. Under the Gratuity section, right-click the created chain and select New Approver in the menu. The Approver dialog then appears on the screen:
   

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2. From the Position drop-down list, select the position you want to assign to the chain. 
   

   Selecting Is Passive makes the level unavailable in the tree-view chain of approval. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost and unavailable for submitting or editing.
   

3. Click Save to proceed.

As a result, an approver level is added to the tree-view structure of the chain levels:

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To complete composing the chain of approval, define a team and add subordinates to it.

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