Approval Processes

There are two options to process the approval requests:

  1. Forwarding a record (for example, Purchase Order) to another user with an approval request (ad hoc approval request).
  2. Setting up a firmly defined approval process (workflow).

Approval Requests through Forwarding (Ad hoc Requests)

Forwarding a record and requesting another user for an approval.

  1. Open the appropriate record and choose the COSMO Workflow Context Menu action on the action bar.
  2. Then choose the Forward action on the Actions menu.
  3. Fill in the necessary fields in the Send Message page.
  4. Select the Request for Approval checkbox.

As soon as the recipient completes this task and issues the approval, the approval team and the approval value will be noted in the approval request.

Approval Request through Setting Up an Approval Process

In case there are multiple steps involved in an approval process, a workflow should be set up. For each activity in a workflow, an approval level can be assigned. When the respective task is completed, the approval value is added to the respective record.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Workflows, and then choose the related link.
  2. Choose the Card action on the Line menu to open the Workflow Line Card.
  3. Turn on the Approval toggle on the Approval FastTab for the task.
  4. Select the workflow team in the Approval Team field, which issues the automatic approval.

When completing the task, the user decides whether to issue the approval (with the predefined approval level).

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