3. Approval Groups Grid

Approval Groups Grid   

E-Approval Flow/Group: Approval Groups Grid

This grid displays all of the approval groups created for the template (shown in sequential order) along with the participants assigned to each group. 

Note: The setup for E-Approval Flow/Group applies only to organizations who have the Document Authoring add-on module.

The Approval Groups area is broken down into two grids, the primary group grid and then sub/details participants grid for each group. To view the participants assigned to a group, click the caret next to each group. 
 
The primary grid for approval groups provides the following information and columns:

1. Manage: Click Actions drop down to access options:

   1. Group Details: Manage the settings of the group.

   2. Group Rules: Manage when the group is used on the Approval Process.

   3. Copy Group: Copies the group participants and settings of the group.

   4. Add Participant: Adds Participant to the group.

   5. Delete Participant: Deletes Participant from the group.

The rest of the columns in the main grid are as follows:

• Name: The Name of the Approval Group

• Rules: Displays a red X if there are no rules/conditions for the group or a green check mark if there are.

• Sequence: The Sequence Number of the group

• Accept Changes?: Displays if the approval group forces all word document track changes to be accepted when the approval group is competed (prior to moving to the next approval group)

• For Version:

The sub/details grid for each approval group’s participants provides the following information and columns:

1. Manage: Click Actions drop down to access options

   1. Rules: the rules for the participant on the approval group

   2. Permissions:

   3. Delete Participant: Delete Participant from the approval group

• Participant: The display name of the participant selected

• Rules: Displays a red X if there are no rules/conditions for the group or a green check mark if there are.

• Title: The title provided for this participant (used to uniquely identify this participant to this template document package)

• Reason: The details/information on why the participant is associated with the approval group. (if any)

• From: Denotes where the participant is from. Participants can be from: (Internal Employees, External Customer Contacts, Employee Roles & Groups)

• Is Required: This setting determines if a person must be a participant in the process

  • True: This person must be a part of the approval process. They must be able to make and approve changes within the process.

  • False: This person is optional in the process. If no changes are made and the document is accepted within that participant’s group, the participant will not be notified. If changes are made, the participant will be notified and will have to accept the changes to the document as well.

• Is Locked: Denotes if the participant can be removed on a generated document package from this template