BALANCEtrak > Administrative Tools for Approval Processes
RETURN TO: Approval Processes
- 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 ToolsThe following tools are employed to manage Administrative Settings > Approval Processes.
Change the Approval Process NameFrom the Processes list, click on the Name entry; then: Enter a new name; and click [Save].
Edit an Approval ProcessClick 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 ProcessSelect 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 ProcessesBy 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/InactiveA [Check mark] in the Active column for an Approval Process indicates the process can be employed by 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].