Skip to content

Approval Module

The Approval module allows you to manage approval processes in your organization. Using configurable workflows, you can define multi-level approval processes for various record types.

For Administrators

If you need to configure approval workflows, go to the Administration section.

This document serves as an overview of the module.

Overview

The approval system allows you to: - Submit records for approval - Approve or reject requests - Set up multi-level approvals - Automatically lock records during approval - Track approval history - Receive notifications about pending approvals

When to Use Approval

Typical use cases: - Purchase Requests - approval before ordering - Expenses - control and approval of company expenses - Invoices - multi-level approval before payment - Contracts - review and approval of legal documents - Vacations - approval of work absence - Budgets - approval of financial plans

Documentation Structure

The documentation is divided into the following parts:

  • Usage - Guide for regular users and approvers.
  • Administration - Configuration and administration (for admins).
  • Reference - Technical details and data model.

Note

Specific approval workflow settings and permissions vary depending on your organization's configuration. For details, contact the system administrator.