Daily Field Reports: To Configure Approval for Daily Field Reports

This activity will walk you through the process of configuring the approval map for daily field reports.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the ToadGreen company needs to keep daily field reports in the system. These reports need to be approved by managers. Acting as a system administrator, you need to create the approval map for the daily field reports and specify the daily field report settings in the system.

Configuration Overview

For the purposes of this activity, the Construction and Construction Project Management features have been enabled on the Enable/Disable Features (CS100000) form.

System Preparation

To prepare to perform the instructions of this activity, do the following:

  1. Launch the MYOB Advanced website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.
  2. Open the Enable/Disable Features (CS100000) form, and on the form toolbar, click Modify.
  3. In the Platform group of features, select the Approval Workflow check box.
  4. On the form toolbar, click Enable.

Step: Creating an Approval Map for Daily Field Reports

In this step, you will create the approval map to be used for daily field reports. Do the following:

  1. Open the Assignment and Approval Maps (EP205500) form.
  2. On the form toolbar, click Add Approval Map.

    The system opens the Approval Maps (EP205015) form.

  3. In the Name box of the Summary area, type DFR Approval.
  4. In the Entity Type box, select Daily Field Report.
  5. On the pane toolbar of the Steps pane, click Add Step.

    The system adds a step with a rule.

  6. In the Steps pane, click the added rule, and then on the Conditions tab of the right pane, do the following:
    1. In the Description box, type PMApproval.
    2. In the table, click Add Row, and in the row, specify the following settings:
      • Entity: Daily Field Report
      • Field Name: Project Manager
      • Condition: Is Not Empty
  7. On the Rule Actions tab of the right pane, specify the following settings:
    1. Approver: Employee from Document
    2. Employee: ((DailyFieldReport.ProjectManagerId)) (select Daily Field Report > Project Manager)
    3. On Approval: Approve Document
  8. Click Save on the form toolbar.
  9. On the General tab of the Project Management Preferences (PJ101000) form, select DFR Approval, the approval map that you created, in the DFR Approval Map box.
  10. On the form toolbar, click Save to save your changes.

You have configured the approval map for the daily field reports.