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Approving Underlying Step(s)

You can approve individual underlying steps, or approve all underlying steps at once using batch update.

  1. Access the workflow and select Batch update:

Bizview displays a Batch update of underlying steps dialog window, shown below:

  1. Select the check box next to the step you want to approve or deny. Or, select all the check boxes.

  2. Then, select the corresponding check mark (approve) or X (reject) icon. If you selected all the check boxes in step 2, you can select the Approve or Reject button from the bottom of the dialog to utilize batch update.

In the example below, the Employee Budget was approved, while the Profit and Loss Budget Input was denied, as denoted by the green and red status indicators. The final step, Profit and Loss, has not been approved or denied yet.

  1. To close the batch update dialog window, select Close.

Once the status is Approved, the step will be locked for the Responsible. Subsequently, forms on that step are transformed to "READ-ONLY" templates and no changes can be registered by either the Doer or Responsible.

Note: It is not possible to set Approve, Reject, or Unlock until the status for the underlying steps are set to "Ready". These buttons will be activated when the status is set to "Ready" for at least one underlying step.
Published:

Approving Underlying Step(s)

You can approve individual underlying steps, or approve all underlying steps at once using batch update.

  1. Access the workflow and select Batch update:

Bizview displays a Batch update of underlying steps dialog window, shown below:

  1. Select the check box next to the step you want to approve or deny. Or, select all the check boxes.

  2. Then, select the corresponding check mark (approve) or X (reject) icon. If you selected all the check boxes in step 2, you can select the Approve or Reject button from the bottom of the dialog to utilize batch update.

In the example below, the Employee Budget was approved, while the Profit and Loss Budget Input was denied, as denoted by the green and red status indicators. The final step, Profit and Loss, has not been approved or denied yet.

  1. To close the batch update dialog window, select Close.

Once the status is Approved, the step will be locked for the Responsible. Subsequently, forms on that step are transformed to "READ-ONLY" templates and no changes can be registered by either the Doer or Responsible.

Note: It is not possible to set Approve, Reject, or Unlock until the status for the underlying steps are set to "Ready". These buttons will be activated when the status is set to "Ready" for at least one underlying step.
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