Description

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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:

   

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.

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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 Chain Levels

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

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

   

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 a multiple level is added to the tree-view structure of the chain levels.

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

   

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:

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To add an coordinator multiple level:

1. Right-click the created chain and select New Approver in approver multiple level and select Add below > New Multiple Level from the menu. The Approver dialog then appears on the screenThis opens the Member dialog:

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

   Selecting Is Passive makes Image Added

2. Define the name of the coordinator 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

   tree-view chain of approval

   • list. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost

   and unavailable for submitting or editing.
   Click Save to

   • .

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

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

3. Click SAVE to proceed.

As a result, an approver a coordinator multiple 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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To assign multiple coordinator positions, proceed as described below:

1. Right -click a newly added approver click the created coordinator multiple level and select New Team on the menu. You will then see the Team dialog where you can specify the name of a new team:

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   Click Save Coordinator. This opens the Member 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, a chain is marked as Teams:

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 coordinator position is assigned to the created multiple level:

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To add a subordinate to the teammultiple level:

1. Right-click an approver the created coordinator multiple level and select Add below > New SubordinateMultiple Level from the menu. You will then see This opens the Member dialog dialog:

   Image RemovedImage Added

2. From the Position drop-down, select the position you want to be part of the team. On selecting a positionDefine the name of the subordinate multiple level being created (the Multiple Level name is set by default). When done, you can enable the options as below:

   • Is Passive makes a position the level 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, the a subordinate multiple level is added to the tree-view structure of the chain levels.

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

1. Right click the created subordinate multiple level and select New Coordinator. This opens the Member 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, a subordinate position is assigned to the created multiple level:

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Set Roles

You can define different roles as well as set permission levels for each role. To do this, in the Adonis Administrator Portal, navigate to Access Control > Roles:

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