...
Right-click the created chain and select New Multiple Level from the menu. This opens the Member dialog:
Define the name of the approver multiple level being created (the Multiple Level name is set by default).
Select the search criteria of crew members for the current multiple level: Rank/Office, Pin/Name, Position/Vessel.
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 within the dates defined in the document.
Click SAVE to proceed.
As a result, an approver multiple level is added:
...
Once the multiple level is created, you can now add approvers. To do this, follow the steps below:
Right-click the created multiple level and select New Approver in the menu. This opens the Approver dialog:
Within the dialog, specify the following fields:
Vessel. From the drop-down list, select the vessel to which you want to assign a crew member.
Position. From the drop-down list, select the position of a crew member to be assigned.
Click SAVE to proceed.
As a result, an approver is added to the multiple level:
...
To add a coordinator:
Right-click the created approver multiple level and select Add below > New Coordinator from the menu. This opens the Member dialog:
Select whether you want to define a position or a certain name of a 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 subordinator name:
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 in the multiple level.
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.
Click SAVE to proceed.
As a result, a coordinator is available in the multiple level:
...
To add a subordinate, follow the steps below:
Right-click the created coordinator level and select Add below > New Subordinate from the menu. This opens the Member dialog:
Select whether you want to define a position or a certain name of a subordinate. To do this, select one of the Member by options:
Rank/Office. Select the option to assign a subordinate position:
Pin/Name. Select the option to assign a certain subordinate name:
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 and allows a subordinate to create and submit documents.
Click SAVE to proceed.
As a result, a subordinate level is available in the multiple level:
...
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:
...