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Right-click the module name and select New Chain in the menu. The following dialog appears:
In the Chain dialog, enter the name of a new chain.
Click SAVE to proceed.
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Right-click the created chain and select Add below > New Multiple Level from the menu. This opens the Member dialog:
Define the name of the approver multiple levels being created (the Multiple Level name is set by default). When done, you can enable the options 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 forbids an approver to approve own timesheets.
Can modify document if approver/coordinator provides an approver with the permission to modify time registrations.
Click SAVE to proceed.
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Right-click the created coordinator multiple levels and select Add below > New Multiple Level from the menu. This opens the Member dialog:
Define the name of the subordinate multiple levels being created (the Multiple Level name is set by default). When done, you can enable the options 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.
Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.
Is the Time clock only user specifying that a subordinate use the Time clock for time registrations?
Click SAVE to proceed.
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Right-click the created subordinate multiple levels and select New Coordinator. This opens the Member dialog:
From the Position drop-down list, select the position you want to assign.
Click SAVE to proceed.
As a result, a subordinate position is assigned to the created multiple levels:
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Right-click the module name and select New Chain in the menu. The following dialog appears:
In the Chain dialog, enter the name of a new chain.
Click SAVE to proceed.
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Under theselected module, right-click the newly created chain and select New Approver in the menu. This opens the Approver dialog:
Select whether you want to assign a position or a certain name to an approver. To do this, select one of the members by options:
Rank/Office. Select the option to assign an approver position:
Pin/Name. Select the option to assign a certain approver name:
When done, you can enable the options 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.
Click SAVE to proceed.
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Right-click the newly created approver chain and select Add below > New Coordinator in the menu. This opens the Member dialog:
Select whether you want to assign a position or a certain name of a coordinator. To do this, select one of the members Member by options:
Rank/Office. Select the option to assign a coordinator position:
Pin/Name. Select the option to assign a certain coordinator name:
When done, you can enable the options 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 set 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.
Click SAVE to proceed.
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Right-click the added coordinator and select Add Below > New Subordinate from the menu. This opens the Member dialog:
Select whether you want to assign a position or a certain name to a subordinator. To do this, select one of the members Member by options:
Rank/Office. Select the option to assign a subordinator position:
Pin/Name. Select the option to assign a certain subordinator name:
When done, you can enable the options 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.
Click SAVE to proceed.
As a result, a new subordinator is available under the selected chain:
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Set Multiple 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:
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Right-click the module name and select New Chain in the menu. The following Chain dialog then appears:
Enable
In the dialog, enter the chain name and select the Multiple Level option.
With the multiple level option selected, you will have the possibility to link travel expense reports towards vessels. Furthermore, this gives you the possibility to customize the approval process so that certain approvers have access to approve only travel expense reports belonging to certain vessels.
Employees current or last onboard activity during the creation of the document
This option links the travel expense report to the vessel that is registerred towards the employees current onboard activity, or their last onboard activityThis enables the options that allows linking documents to vessels:
Employees current or last onboard Activity during the creation of the document. Select the option if you want to link documents to the vessel which crew members registered their current or last onboard activity on.
Documents (Vessel link) This option links the (available only for the Travel Expense module). Select the option if you want to link a travel expense document to the vessel that the employee a crew member selects in the Vessel dropdown menu when they register they drop-down list while creating a travel expense report.
Click SAVE to proceed.
We recommend
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It is highly recommended to use the Documents (Vessel link) option. This allows |
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employees |
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to select which vessel |
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a travel expense report belongs to. |
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Selecting the Onboard Activity option may result in confusion in certain situations when a crew member is moving between two vessels |
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Click SAVE to proceed.
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Selecting Is Passive makes the created chain 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. |
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Right-click the created approver multiple levels 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 members 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 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 set the coordinator on iple levels?
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.
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Click Add to make the Add/Edit Role dialog appear where you can define a role name:
Click Save to confirm the changes and add a new role.
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