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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.

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: An Approval Process that is In Use 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 for an Approval Process indicates the process can be employed by balanceTRAK users. If the process is inactive, the check mark will be grayed out, and the process will not be displayed to users.

To toggle an Approval Process between active and inactive system status, click on the [Check mark].