Activating the Supervisor Approval Process
Activating the Approval Process
- Go to "Supervisor Approval" → "Process Setup."
- Create a Draft process configuration.
- If previously activated, the existing draft can be edited
- Modify the process configuration according to the "Supervisor Approval Settings", "Supervisor Setup", and the "Active Directory Supervisors Setup" pages.
- Activate the draft.
The approval process is only active if there is an active configuration. Without an active configuration or with only a draft, the approval process is disabled.
Supervisor Approval disabled: No previous configuration
Supervisor Approval disabled: Previous configuration exists
Activate the draft to enable supervision
Changes made during setup are automatically saved as a draft.
Editing an Existing Approval Process Configuration
Modify the existing process configuration: The active configuration remains in effect until the new draft is activated.
The active configuration is replaced by the new draft upon activation. The previous active configuration is not saved.
Supervision is enabled
Supervision is enabled: A new process configuration has been created
Disabling the Approval Process
Disabling the Active process configuration will also disable the approval process.
The active configuration is preserved as a draft for future reactivation.
If there is already a draft, it is discarded to make room for the deactivated configuration.
Previewing the Active Approval Process
Read-only mode: View the active configuration without making changes.
Preview can also be accessed while someone is making changes to a draft.
Simultaneous Multiple Users Configuration
Configuration is locked to the current user during editing to prevent conflicting changes. The lock is released after 30 minutes of inactivity.
The draft can be discarded to allow another user to start editing.
Supervision enabled: Someone else is editing the configuration