Approval Types

Approval types indicate the nature of the approval being logged, such as: Passed, or In Review.

Analysts select approval types on the Approval Details window, and they can then be used for reporting purposes (for example, to see how many approvals of a particular type have been logged in a specified period).

Creating an Approval Type

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to configure approval types.

As some parameters are read from the database at application start-up, you should always make changes to settings when there are no Analysts logged on to the system.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
2. Select the Approval Types option. The Approval Types window appears .
3. Select . A blank row is inserted in the browse table.
4. Type the name of the approval type.
5. Repeat for each approval type you want to create.
6. Select to save the changes. Provide the Change Reasons if prompted to do so.

Once you select , the browse table displays the entries in alphabetical order.

Renaming an Approval Type

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
2. Select the Approval Types option. The Approval Types window appears .
3. Select the row that you wish to rename and overwrite with the new name.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting an Approval Type

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to configure approval types.

You cannot delete the default approval type.

You cannot restore deleted approval types. If you create another approval type with the same name as a deleted one, and they both appear in a report period, they will be treated as separate approval types.

As some parameters are read from the database at application start-up, you should always make changes to settings when there are no Analysts logged on to the system.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
2. Select the Approval Types option. The Approval Types window appears .
3. Select the approval type you want to delete and select . If you are deleting a type that has linked tiers, the system will display a message that the selected type has linked tiers and the linked tiers will also be deleted. Confirm the deletion if prompted. If you attempt to delete the system default, you will receive a warning message telling you that you cannot delete a "static record".
4. Repeat for each approval type you want to delete.
5. Select to save the changes. Provide the Change Reasons if prompted to do so.