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Approval Module Usage

User guide for working with the approval system. The Approval module ensures control and authorization of important company records, such as expenses, invoices, contracts, or vacations.

Purpose and Scope

This documentation covers the approval process from the perspective of both the requester and the approver:

  • Basic Workflow - how to submit a request and how to approve it
  • Multi-level Approval - understanding complex processes
  • Overview and Notifications - where to find tasks and how to stay informed
  • Advanced Features - bulk actions, delegation, and history

Who is this guide for

The guide is intended for all users who submit requests for approval, and for managers who have approval authority.

Key Concepts

Approval Process

flowchart LR
    Start[Create Record] --> Request[Request Approval]
    Request --> Approval{Approval}
    Approval -->|Approved| Approved[Approved]
    Approval -->|Rejected| Rejected[Rejected]
    Rejected --> Edit[Edit]
    Edit --> Request
    Approved --> Process[Next Process]
  • Requester - the person who creates the record and requests approval.
  • Approver - the person (or group) who has the authority to approve or reject.
  • Approval Level - a step in the process (e.g., Manager -> Director).

Section Contents

Detailed instructions for individual functions can be found in these chapters:

Chapter Description
Working with Approvals Basic approval and rejection process
Multi-level Approval How processes with multiple approvers work
Dashboard and Notifications Where to find tasks and notification settings
Advanced Features Bulk actions, filters, and history
FAQ Answers to frequently asked questions

Additional Resources