Approvals :
To access the Approvals Tab, users must log in to the administrative panel with appropriate credentials. Once logged in, navigate to the main menu and select the "Approvals" option.
Functionality
Creating Revisions:
Admin users can initiate the approval process by creating revisions for tasks such as technical specifications or commercial activities. These revisions serve as versions of the task that undergo review and approval.
Completing Processes:
Once revisions are created, users can work on the respective tasks until all necessary processes are completed. This may involve drafting documents, making edits, or gathering required information.
Sending for Approval:
When all processes related to a revision are completed, the admin user can initiate the approval request. This involves sending the revision for approval to a designated super admin user.
Superadmin Approval:
Superadmin users receive notification of pending approvals in the Approvals Tab. They review the revisions and decide whether to approve or reject them based on predefined criteria.
Displaying Approvals:
Approved revisions are displayed within the Approvals Tab for easy reference. Users can track the status of approvals and access approved documents or tasks as needed.
How to Use
Creating a Revision:
Navigate to the desired task, such as technical specifications or commercial activities.
Click on the "Create Revision" option to initiate a new revision.
Fill in the necessary details and save the revision.
Completing Processes:
Work on the task according to established procedures until all processes are completed.
Sending for Approval:
Once all processes are completed, select the option to send the revision for approval.
Choose the appropriate super admin user to review the revision.
Superadmin Approval:
Superadmin users receive notifications of pending approvals in the Approvals Tab.
Review the revision details and either approve or reject the request.
Viewing Approved Revisions:
Approved revisions are displayed in the Approvals Tab.
Click on a specific revision to view its details and access any associated documents or tasks.
Description:
Upon selecting a revision, Superadmin users can view the description provided by the admin user. This description typically includes details about the task, project, or document being revised.
Review the description to understand the scope and purpose of the revision.
Questions:
Admin users may attach questions or queries related to the revision for Superadmin review.
Check for any questions attached to the revision and address them as necessary. Superadmin users can respond to these questions directly within the system if clarification is needed.
Documents:
Associated documents or files are accessible within the revision details.
Click on the provided links or attachments to view the documents related to the revision.
Review the documents to ensure they align with the requirements and objectives of the revision.
Making a Decision
Approved:
If the revision meets the necessary criteria and requirements, the Superadmin user can approve it.
Click on the "Approve" option within the revision details to finalise the approval process.
Approved revisions will be marked as such and displayed in the Approvals Tab for reference.
Reject:
If the revision does not meet the required standards or if further clarification is needed, the Superadmin user can reject it.
Provide feedback or reasons for rejection, if applicable, to guide the admin user in making necessary revisions.
Rejected revisions will be returned to the admin user for further action.
Rename: Modify revision name for clarity.
Duplicate: Create a copy of the revision.
Download: Save associated documents locally.
Delete: Remove the revision from the system.
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