It is possible to set up a Form Approval process in iTWOcx easilyiTWO cx.
Configure the Approval Status
Locate the Form type that you would like to apply the Approval process for.
1. Go to Configure.
2. Document types.
3. Under Status, Click Edit.
4. Add a status called For Approval and click Add Option.
5. Configure the A column for this status.
6. Also configure the D column by ticking the checkbox.
7. Click Update.
Configure the Approvers
You have now set up a For Approval Status that will appear when the document is created.
1. To assign who the Approvers are.
2. Go go the Status approvers tab.
3. Add the user id, or ID's of the user who you would like to set up as Approvers for this Form Type.
4. Click Update.
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.
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.
| Tip |
|---|
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
| Info |
|---|
| Click here to learn about how to configure an approval Process for your Forms. |