Approvals

Administrator Self Approval
There maybe instances where a record needs to be Approved but may not necessarily need to go through a formal Approval process. If it is enough for an A...
Fri, 10 Jan, 2025 at 4:45 PM
Actioning Approval Requests
When an Approval request is sent out, Approvers receive the requests via email.  There are a number of ways that the User can action and Approval request: ...
Wed, 8 Jan, 2025 at 4:19 PM
Actioning Approval Requests via Email
When an Approval request is sent out then the concerned Approvers will receive notification via email that an Approval is required.  The email will contain ...
Wed, 8 Jan, 2025 at 4:20 PM
Bulk Update
Bulk Approval Update When you switch on the Approvals feature, existing records will have an approval status of “Pending”. You may wish to move some or ...
Wed, 8 Jan, 2025 at 4:21 PM
Approval Transactions
When an Approval request is created and updated the system will automatically create a Transaction records to reflect this. The Approval Transactions for a ...
Wed, 8 Jan, 2025 at 4:22 PM