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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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As a result, a subordinate level is added to the tree-view structure of the chain levels.
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Selecting the organization level assumes you will set up a chain of approval for futhe nctionality the functionality of Adonis Crew Portal, for example, the Travel Expense module. |
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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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It is highly recommended to use the Documents (Vessel link) option. This allows employees to select which vessel a travel expense report belongs to. Selecting the Onboard Activity option may result in confusion in certain situations when displaying incorrect data in case a crew member is moving moves between two vessels. |
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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 chain and select 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).
Select the search criteria of crew members for a pattern based on which an approver is to be added to the current multiple levelslevel: Rank/Office, Pin/Name, Position/Vessel. Selecting the option influences a set of fields to be filled out to add an approver
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 forbids 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 levels are level is added:
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Once the multiple levels are created, you can now add approvers. To do this, follow the steps below:
Right-click the created multiple levels 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.
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The Approver dialog may vary based on the pattern selected in the Multiple Level dialog. |
As a result, an approver is added to the multiple levels:
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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 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 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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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 members 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 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 levels:
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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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