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Managing Approval Requests from Entity Page

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What are Approval Requests

Approval Requests are requests that are automatically triggered through effective /wiki/spaces/WIP/pages/10008787 added on /wiki/spaces/WIP/pages/10008785. Approval Requests are created in a 'Pending' Life Cycle State and a set of users defined in the Authorised Users section of the /wiki/spaces/WIP/pages/10008787 are responsible to Reject, Cancel or Approve them.

Approval Requests can be created for the following entities:

  • Activities
  • Jobs
  • Service Requests
  • Subscription

Approved Requests enable editing of the entity on the request, as long as the entity does not have any other 'Pending' Approval Requests.

Approval Requests can be managed from a dedicated screen found under FOUNDATION > WORKFLOWS > SET UP AND MANAGE APPROVALS > MANAGE APPROVAL REQUESTS and processed following the steps as provided in the respective manuals. 

Approval Requests can also be handled from the entity's Data Entry page.

For example, if a Service Request has 'Pending' approvals that need to be processed, it can be processed by using the respective action on the Service Requests Data Entry page.

Validations & Restrictions

ActionValidationsAdditional Information
Approve
  • The Approval Request is in a 'Pending' Life Cycle State
  • The logged in user is in the Authorised Users section
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 Approval Requests have been created for Creating a new Activity, then 2 different users must process each one
Approving Approval Requests, will make the entity editable as long as it has no other 'Pending' requests
Cancel
  • The Approval Request is in a 'Pending' Life Cycle State
  • The logged in user is in the Authorised Users section
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 Approval Requests have been created for Creating a new Activity, then 2 different users must process each one
Cancelling Approval Requests, will make the entity editable as long as it has no other 'Pending' requests
Reject
  • The Approval Request is in a 'Pending' Life Cycle State
  • The logged in user is in the Authorised Users section
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 Approval Requests have been created for Creating a new Activity, then 2 different users must process each one
Rejecting Approval Requests, will make the entity editable as long as it has no other 'Pending' requests

Managing Approval Requests from the Entity's page

  1. Navigate to the entity with the 'Pending' requests
  2. Search for the entity you want to modify
  3. Click on the number/name of the entity to go to its Data Entry page
  4. From the Action Menu click on one of the actions below:
    1. PENDING (X) APPROVALS > APPROVE
    2. PENDING (X) APPROVALS > REJECT
    3. PENDING (X) APPROVALS > CANCEL
      MANAGE REQUESTS VIA ENTITY PAGE
  5. According to the action selected refer to the respective manual for a description of the next steps

Viewing Approval Requests on the Entity

If Approval Requests are available for an entity then these will be available:

  • APPLICABLE UP TO CRM.COM R9.0.0 in the Data Entry screen of the entity. 
  • AVAILABLE FROM CRM.COM R10.0.0 in the View History tab of the entity

 

There are 4 subsections:

  • Pending Requests
  • Approved Requests
  • Rejected Requests
  • Cancelled Requests

APPROVAL REQUESTS IN ENTITY DATA ENTRY PAGE

Related Areas

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