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Approval Code Maintenance


An approval code defines who can approve a particular document and the order in which it is approved. You can assign approval codes to an approval rule or to an approval document.

The members of the approval code can also change previous rejections. If you select this option for a member, that member can change any rejections by previous approvers.

If an approval group is a member of the approval code, any member of the assigned group must approve the document, regardless of whether the approval code is sequential or non-sequential.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name

Enter the name for the approval code. This code displays on all forms if an item requires approval or if an approval code should be or is assigned.

Inactive

Select this option if the code is inactive.

Can be assigned

If you select this option, you can assign this approval code to an approval document, regardless of any rules that fire when the document is saved.

Sequential

This option determines the order of approvers a document must flow through before final approval. The document must be approved by each user or group (from the top down) before the next user or group can approve it.

Any approval approves all

Select this option when any approval sets the document to an approved state.

Approvers

Lists the people and/or groups who can approve any documents that have this approval code assigned to it.

If you use the sequential option, you can select:

  • Approve in Advance - The person can approve documents, with this approval code, in advance if required.
  • Approve Previous Level - The person can approve all sequential levels for a document with this approval code. When this option is selected for a person, the Approve in Advance option defaults to selected.
  • Override Previous Rejection - The person can approve documents that have been rejected by people with a lower sequential number.

Users/User Groups

Select the people who are the approvers when this approval code is assigned to a document.