A number of processes in managing an apartment community require approvals from identified list of members. Only when a minimum number of approvers have approved, the process can proceed. An approver list is important to setup the system which will be reused by these processes resulting in improved efficiency.
Where can one define Approver List?
Go to http://www.apnacomplex.com/main/dashboard On the left navigation pane, go to Workflow->Approver Lists Click on Add New Approver List or Generic Approver List
What is Approver List Hierarchy?
Sometimes, certain processes require that parallel approval (in which case all approvers are treated as ‘equal’) alone is not sufficient. In such cases, every item needs to be approved by a hierarchy of approvers wherein after the first set of approvals, instead of marking the item as approved, it will […]
Where can one define Approver List Hierarchy?
Go to http://www.apnacomplex.com/main/dashboard On the left navigation pane, go to Workflow->Approver List Hierarchies Click on Add New Approver List Hierarchy.
What is Generic Approver List?
Generic Approver List is a setup that decides the minimum number of approvers (who basically approve or reject) for a workflow process. This minimum number of approvers can be setup at the Community Level or at each workflow level. When it is defined at the Community level it is called […]
Who is eligible to be an Approver?
Members with “Request Approver” role are eligible to be Approvers and will be available in the list of approvers when the user chooses to create the Approver List.
Why is the edit icon unavailable for a few Approver Lists?
When an Approver List is associated with an Approver List Hierarchy and the Approver List Hierarchy is associated with a Purchase Request item/Request box item/Bill item which is still ‘Pending’ for Approval, the Approver List must not be edited for reasons of consistency. In order to enforce this, the edit […]
Why is the edit icon unavailable for a few Approver List Hierarchies?
When an Approver List Hierarchy is associated with a Purchase Request item/Request box item/Bill item which is still ‘Pending’ for Approval, the Approver List Hierarchy must not be edited for reasons of consistency. In order to enforce this, the edit icon will be unavailable in such cases.
Why is the delete icon unavailable for a few Approver Lists?
In cases where an Approver List is associated with an Approver List Hierarchy the Approver List must not be deleted for reasons of consistency. In order to enforce this, the delete icon will be unavailable in such cases.
Why is the delete icon unavailable for a few Approver Lists Hierarchies?
In cases where an Approver List Hierarchy is associated with a Purchase Request item/Request box item/Bill item, irrespective of the item’s status, the Approver List Hierarchy must not be deleted for reasons of consistency (as the items Approval history depends on this association).In order to enforce this, the delete icon […]