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Functionality
This section will learn teach you how to set the hierarchical approval process.
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The basic principle for the documents workflow is the setup of a hierarchical tree structure.
The A chain of approval contains the following levels:
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Under the selected module, right-click the added approver position and select Add Below > New Coordinator from the menu. This opens the Member dialog:
From the Position drop-down list, select the position you want to assign. On selecting, 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. 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 specifying that a subordinate option allows coordinators to access and submit timesheets on behalf of the subordinate. This is used in cases where the crew member(s) does not have access to a PC onboard and thus is not able to submit the timesheets themselves and use the 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 registrations.
Click SAVE to proceed.
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As a result, a coordinator level is added to the tree-view structure of the chain levels:
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You can assign multiple approver or coordinator positions to a Passive or deleted positions in the Adonis Personnel Manager Organization Structure are marked with a yellow triangle with an exclamation point in the Chain of Approval. |
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You can assign multiple approver or coordinator positions to a chain. For more information, see Set Multiple Levels. |
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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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Passive or deleted positions in the Adonis Personnel Manager Organization Structure are marked with a yellow triangle with an exclamation point in the Chain of Approval. |
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As a result, a subordinate level is available in the multiple levels:
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Relink Position
It is possible to reassign subordinate positions to other chains.
To reassign a subordinate, follow the steps below:
Right-click the added subordinate position and select Relink from the menu. This opens the Re-link level dialog:
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Click APPLY to confirm reassignment.
As a result, the subordinate position is reassigned to a different chain.
Please note in case the documents of the affected position have already been processed, the system prompts you to choose the documents status:
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Click the APPLY drop-down list to view the actions:
Set new Level relinks the document to the selected chain without changing the document status.
Drop to Created changes the document state to Created - recommended.
Keep current state preserves the state of the document.
Once done, click APPLY.
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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