Activate Supervisor Approval Process
Activate approval process
Go to Supervisor Approval → Process Setup.
Create a Draft process configuration.
- If it the process was previously activated the existing draft may be edited instead
Make changes to the process configuration according to Supervisor Approval Settings, Supervisor Setup, Active Directory Supervisors Setup pages
Activate the Draft
Approval process is only in effect if there is an Active configuration. If there is no configuration or only a Draft the approval process is disabled.
Supervisor Approval disabled: No previous configuration
Supervisor Approval disabled: Previous configuration exists
Activate Draft to enable Supervision
Changes made in each setup step are saved as a draft, and the setup can be left.
Editing an existing approval process configuration
An existing process configuration may be modified freely with the active configuration still in effect. As soon as the modification is activated supervision continues working according to the new configuration.
The Active configuration is replaced by the activated Draft. The previous active configuration is not saved.
Supervision is enabled
Supervision is enabled: A new process configuration has been created
Disable approval process
Disable the approval process by Disabling the Active process configuration.
The active configuration is preserved as a Draft, in case it needs to be enabled again.
If there is already a Draft it is discarded to make room for the deactivated configuration instead
Preview active approval process
The active configuration can be previewed in a read only mode, if there is no desire to change the configuration
Preview can also be opened while someone is making changes to a draft
Multiple users configuring at the same time
Editing a configuration locks it to the current user to prevent conflicting changes. Other users are unable to start editing while it is locked. After 30 minutes of inactivity the lock is released and any other user may continue configuring the draft.
The draft may be discarded to restart editing by someone else while it's locked.
Supervision enabled: Someone else is editing the configuration