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
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
Now you need to assign Approvers to the For Approval Status. So when the document / form is created a For Approval Status will appear with the Approvers details.
1. Go go the Status approvers tab.
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.
Bypassing the Approval Process
You can also set up users who can bypass the Approval process - for example a manager or director role in your project.
1. To allow a user to bypass the Approval process.
2. Add the user into the Users that can bypass Approval process section.
3. Click Update.
Multiple Approvers
You can also have multiple For Approval statuses on a single form.
1. To do so go to the Form type.
2. Edit Status Config.
3. Tick the statuses you wish to make part of the Approval.
4. Under Status Approvers you can configure who the Approvers are for each status.
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.
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.
