|
See how to perform an approval:
1.In the list of records on the main screen, locate and select the event, balance adjustment, or processing that will go through approval.
2.After that, click on the  toolbar button.
3.Fill in the following fields on the data screen that will be displayed: Approved: Select the corresponding option to approve or reject the action.
Date: This field is completed by the system with the date on which the operation (input event, output event, balance adjustment, or processing) is being approved.
The following tabs are also available:
This tab will only be displayed if the responsibility route member who is performing the approval has an associated checklist. It is intended to help the person responsible for the approval or rejection of the document. In order to answer the questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
|
Use the Comment field to record important information regarding the document approval. If the document is rejected, filling out this tab will be mandatory. In that case, you must enter an explanation for rejecting it.
|
This tab will only be displayed if the "Edit the approval flow?" option was checked at the moment of defining the responsibility route member that is executing the approval. In it, it is possible to edit the flow of the members responsible for the approval. To do that, in the toolbar placed next to the list of records, use the following buttons:
|
Click on this button to add a new approver. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Note that by adding a new responsible user to a route associated with the action approval, this addition will not be replicated to the route record made through the Configuration  Responsibility route menu.
|
|
Click on this button to edit the data of the responsible for approval selected in the list of records.
|
|
Click on this button to delete the responsible for approval selected in the list of records.
|
|
Click on this button to identify the approval status (AS column), that is, the action that was taken by the members of the responsibility route.
|
It will not be possible to add, edit, or delete members that have already executed their approval task.
|
|
4.After filling out the fields above, save the record. If the action is: ▪Approved: The operation will be closed. ▪Rejected: The operation will be sent to the issue step again, so that the responsible users execute it one more time.
|
