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 for further processing.

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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 rigistrationsregistrations.

3. Click SAVE to proceed.

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

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1. Under theselected module, right-click the newly created chain and select New Approver in the menu. This opens the Approver dialog:

   

2. Select whether you want to assign a position or a certain name of an approver. To do this, select one of the Member by options:

   • Rank/Office. Select the option to assign an approver position:

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   • Pin/Name. Select the option to assign a certain approver name:

     

3. When done, you can enable the options as below:

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

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

4. Click SAVE to proceed.

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Now, set a coordinator in the created chain. To do this, follow the steps below:

1. Under thecreated approver, rightRight-click the newly created approver chain and select Add below > New Coordinator in the menu. This opens the Member dialog:

   

2. Select whether you want to assign a position or a certain name of an approvera coordinator. To do this, select one of the Member by options:

   • Rank/Office. Select the option to assign a coordinator position:

     

   • Pin/Name. Select the option to assign a certain coordinator name:

     

3. When done, 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.

   • 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.

4. Click SAVE to proceed.

As a result, a new coordinator is available under the selected chain:

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To add a subordinate, follow the steps below:

1. Right-click the added coordinator and select Add Below > New Subordinate from the menu. This opens the Member dialog:

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2. Select whether you want to assign a position or a certain name of a subordinator. To do this, select one of the Member by options:

   • Rank/Office. Select the option to assign a subordinator position:

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   • Pin/Name. Select the option to assign a certain subordinator name:

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3. When done, 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.

   • Subordinate creating and submitting the document sets the subordinate level in the chain of approval.

4. Click SAVE to proceed.

As a result, a new subordinator is available under the selected chain:

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Set Multiple Chain Levels

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

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.

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To create a hierarchical tree-structure, select the module name you are working at. On selecting it, you need to create a chain. To do this, follow the steps below:

1. Right-click the module name and select New Chain in the menu. The following dialog appears:

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2. Within the dialog, enter the chain name and select the Multiple Level option.

3. Click SAVE to proceed.

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

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To add an approver multiple level:

1. Right-click the created chain and select 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).

3. Select the search criteria of crew members for the current multiple level: Rank/Office, Pin/Name, Position/Vessel.

4. Proceed with the following options:

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

   • Can not approve own Travel Expenses forbits to approve own travel expense documents.

   • Activity per document dates (available only if Level by is set to Position/Vessel) allows using the document date for searching crew members. APP will search for crew members' historical activities.

5. Click SAVE to proceed.

As a result, an approver multiple level is added:

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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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