BalanceTRAK > Settings > Approval Process Templates
RETURN TO: Approval Processes
KEY TOPICS:
- Change the Approval Process Name
- Edit an Approval Process
- Delete an Approval Process
- Display (Unhide) Inactive Approval Processes
- Make an Active Approval Process Active/Inactive
Approval Process Tools
The following tools are employed to manage Administrative Settings > Approval Processes. If applicable, an Approval Process will be designated (with a check mark) as:- In Use (associated with a Requisition or a Job Seeker)
- Active (available for use)
Change the Approval Process Name
From the Processes list, click on the Name entry; then: Enter a new name; and click [Save].Edit an Approval Process
Click the [Edit] icon for an Approval Process. The Approval Process detail opens, labeled in the tab header with the process: Name. After making the necessary changes, click [Save].Important Note: An Approval Process that is In Use cannot be edited for existing steps or groups, but the process may be edited to add locations/departments/divisions (depending on language used) and approvers.
Delete an Approval Process
Select the check box next to a Name on the Processes list, and click the [Delete Selected] button.Note: While In Use, an Approval Process cannot be deleted.
Display (Unhide) Inactive Approval Processes
By default, the Processes list contains only active Approval Processes. To display all processes and a column indicating inactive or active status, check the box next to the upper-right tagline: Display Inactive Approval Processes.Make an Active Approval Process Active/Inactive
A [Check mark] in the Active column indicates that users may employ the associated Approval Process. To toggle an Approval Process between active and inactive system status, click on theIf the process is designated as inactive, the check mark will be grayed out; and the process will not be displayed to users.