Often your project will require forms that contain an approval process. Examples might include:
- Client communication needs to be approved by Project director before being issued.
- Contract forms need to be assessed before issued to contractor and being reflected in the budget.
- Purchase orders for equipment.
- Leave forms for staff.
It is possible to set up a Form Approval process in iTWO cx.
Configure the Approval Status
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2. Add the Approvers you want set up for this form type by typing or searching by the ... dots for the user/s ID.
3. Click Update.
What Does It Look Like
When the Document is created you will see that these users appear in the Status.
When selected the document will be sent to that Approver to complete the Approval process.
Often your project will require forms that contain an approval process. Examples might include;
Client communication needs to be approved by Project director before being issued.
Contract forms need to be assessed before issued to contractor and being reflected in the budget.
Purchase orders for equipment.
Leave forms for staff.
Simple Approval Process
The most common and simplest approval process contains a single step.
Another example is below.
Users raise the form with the approval process and using what's called a draft approval status, picks an approver from a list.
The form is automatically routed to the selected approver and only they have permission to select the approved or rejected status.
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For forms that need to be approved then go onto another recipient, this can be achieved by the approver addressing manually, or if the person that raises the form actions the end recipient, the form will go via the approver then to the end receipt after it been approved. |
More advanced processes are possible using a combination of addressing rules and status security.
How to configure an Approval Process
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