In a Sequential Workflow Review Activities Occur Simultaneously
How approvals piece of work
In about organizations, items such equally timesheets, expense sheets, and time off bookings need to be approved. In that location are a few reasons for this:
- To ensure that user information is recorded accurately
Approvers may notice errors and discrepancies in submitted items that tin can then exist corrected. Some organizations require approval of items to exist recorded as office of an inspect trail.
- To improve management performance
Supervisors who are required to review updates regarding their employees' progress on a regular basis have more than information to draw on when making decisions and scheduling tasks. - To improve employee accountability
Employees are more than witting of their level of performance if they know their activities are beingness reviewed.
Approvals workflow
- Ambassador sets up approvals.
- User submits an item.
- The system sends the particular to approvers, every bit defined in the approval path for that particular.
- If the detail is canonical by all approvers, it is marked as approved.
If the item is rejected by any approver in the path, information technology is marked every bit rejected. The user may edit the particular and resubmit, and the item volition re-enter the approval path.
What are approving paths?
Approval paths define which users are responsible for approving items.
If y'all assign multiple approvers to a path, the blessing path too specifies the society in which items are forwarded to approvers. Approvals tin either occur in sequence or simultaneously.
Users are assigned approval paths in their user profiles. They must be assigned a unique path for each type of item they will exist submitting in Replicon – timesheets, expense sheets, or time off bookings.
Who tin can be assigned equally an approver?
You lot can assign roles or specific named users, or both, to approving paths.
Approval sequence options
If multiple approvers need to approve an item, approvals can either exist prepare to occur in sequence or simultaneously.
| How simultaneous approval works | If both a user's supervisor and project manager approve an item, you could assign them both 1st position in the approval sequence, and they would receive approval items simultaneously. Items are marked as canonical only when both the supervisor and project manager take completed blessing them. |
| How approval in sequence works | If both a user'south supervisor and project managing director corroborate an particular, you could assign the supervisor to Stride 1 in the approval sequence, and the project director to Pace 2 in the sequence. When the user submits an item, it will be sent to their supervisor. Once the supervisor has approved the item, it will then be sent to the projection director. If the supervisor rejects the item, it volition not be sent to the project managing director. |
How do blessing permissions work?
Approval permissions are defined in the approver's assigned supervisor, project direction, or client representative permission set, as applicable.
Tin can project managers and client representatives view data that isn't related to their projects when approving items?
Project managers can be allowed to view either the total timesheet, or only time for the projects they manage. The latter is often chosen "limited approval".
When a client representative approves an item, simply time pertaining to their projects will display in the item. Client representatives cannot be immune to edit items.
When using the Configurabletimesheet format, project managers can only view time for their projects; the pick to view the full timesheet is not available.
FAQs
Tin can a project manager approve time and expenses for some projects simply?
Yep, the project-level Skip Project Director approving option allows project managers to specify that their approval can be skipped on a per project basis.
Why are items sometimes automatically approved by the organisation?
Items volition be automatically canonical by the system in the following circumstances:
- No approver is assigned to an approving path
- The assigned approver is part-based, but no user is assigned to the role
For instance, the user has no supervisor assigned, simply the Supervisor part is selected in their approval path, or Projection Manager is selected in an approving path, only the project the user has entered hours against has no projection manager assigned.
- Project Manager is selected in an approval path, but the submitted particular includes no projection hours or expenses
- The submitted item but includes fourth dimension or expenses related to a project for which the Skip Projection Manager approving pick is selected
- The assigned approver doesn't have permission to approve the detail
When an particular is automatically approved, <System> is listed every bit the approver in the item's approval details.
Why was an approver in a path skipped when a user resubmitted a rejected detail?
If one approver in a path approves an item and a 2d rejects it, when the detail'due south owner modifies the item and re-submits it, it will skip the approver in the path who already approved the particular.
How can I revoke an approval that was fabricated incorrectly?
If an approval has been made in fault, you must reopen the item and start the approving process over again. Depending on their current status, some items may not be able to exist reopened. For example, you can't reopen an item that has been invoiced.
Related links
Setting up approvals
Setting upwards approvals (video)
Setting up approving paths
Setting upwardly provisional approval rules
Allowing a client to approve timesheets before billing
Source: https://www.replicon.com/help/how-approvals-work/
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