Activating the Supervisor Approval Process

Activating the Approval Process

  1. Go to "Supervisor Approval" → "Process Setup."
  2. Create a Draft process configuration. If previously activated, the existing draft can be edited
  3. Modify the process configuration according to the "Supervisor Approval Settings", "Supervisor Setup", and the "Active Directory Supervisors Setup" pages.
  4. Activate the draft.

Editing an Existing Approval Process Configuration

Changes can be made to the draft while the current configuration remains active.

Disabling the Approval Process

Disabling the Active process configuration also disables the approval process.

Previewing the Active Approval Process

The active configuration can be viewed in read-only mode.

Simultaneous Multiple Users Configuration

When a user begins editing the configuration, it is locked to prevent simultaneous changes. The lock is released after 30 minutes of inactivity.

The draft can also be manually discarded to allow another user to begin editing.

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