Approvals can be used to ensure that the work has been completed properly, and that the information has been entered correctly. An entry can have no approvals or multiple approvals.
Approvals can be configured on any section with a Submit button. The approval process begins after the section has been submitted.
Only the users that have been assigned the permission to approve a section can approve the section. The approval permissions can be Rights Group, IndustraForm Role, or Permission based.
To approve a section:
-
Select Approve. The Select Approval Role dialog box appears.
If your user profile doesn’t have the required approval permissions, the approval roles are grayed out.
If your user profile has the required approval permissions, Edit
appears next to the approval role you have permissions for.
-
Select Edit
. The Confirm Approval dialog box appears.
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Choose Approve or Reject. If you approve the section, the comment is optional. If you reject the section, the comment becomes required.
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Select Confirm.
When IndustraForm Role based approvals have been configured, each IndustraForm role needs to be assigned to a user. Only the user assigned to an IndustraForm role can approve the entry.
IndustraForm roles are assigned on the j5 desktop interface.