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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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As a result, a coordinator 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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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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