What is Approval Matrix?
The Approval Matrix is a decision table that allows the users to define the roles of the Approvers. You can configure an Approval Matrix to define level-wise Approvers for specific requests.
To configure an Approval Matrix:
- Select Asset > Configuration > Others > Approval Matrix. The APPROVAL MATRIX page is displayed.
- On the ACTIONS panel of the APPROVAL MATRIX page, click APPROVAL MATRIX. The APPROVAL MATRIX page is displayed. Fill in the details on the APPROVAL MATRIX page, and then click SUBMIT. For more information about the fields on the APPROVAL MATRIX page, see Field Description.
Figure: APPROVAL MATRIX page
Field Description
The following table describes the fields on the APPROVAL MATRIX page.
Field | Description |
|---|---|
Tenant | Select the Tenant for which you want to configure the Approval Matrix. |
Approval Matrix For | Select the Approval criteria for which you want to configure the Approval Matrix. |
Matrix Type | Select the Matrix type for which you want to configure the Approval Matrix. |
No. of Approval Levels | Select the number of Approval levels through which the Approval criteria has to pass before it is approved. |
Active | If selected, the configured Approval matrix becomes active. |
Level | Displays the number of levels that you selected in the No. of Approval Levels drop-down list. |
Approver Role | Select the Approver Role for each Approver level. The Approver Roles are displayed based on the selected Matrix Type. The Approver Roles are configured in the CONFIGURE APPROVER ROLE page (See Configuring Approver Role). |
Allow Refer Back | Select the check box if you want to allow the Approver to Refer Back to the Approval initiator/previous Approver Level. The Level 1 Approver is not allowed to refer back a request. |
Allow Rejection | Select the check box if you want to allow the Approver to reject the Physical Verification request. |
Verification Criteria | Select the Verification Criteria for the Assets that you want to set for the level-wise Approvers. You can set the following Verification Criteria:
|
Display Assets | If you want to allow the respective Approver to view the previous level Assets on the ASSET PHYSICAL VERIFICATION REQUEST page, select the check box. |
CC E-mail IDs | Specify the E-mail Ids of the users whom you want to notify for each approval Level. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVAL MATRIX page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Approval Matrices. The APPROVAL MATRIX page is displayed.
To update an Approval Matrix, click the required Approval ID. Make appropriate changes and click SUBMIT.
Figure: APPROVAL MATRIX List page
FILTERS
Click Filters to set the filter criteria to view the list of software on the APPROVAL MATRIX page.
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS pop-up page.
Fields | Description |
|---|---|
Tenant | Select the Tenant for which you want to configure the Approval Matrix. |
Approval Matrix For | Select the Approval criteria for which you want to configure the Approval Matrix. |
MAP APPROVER
Click APPROVER MAPPING to map an Approver to an Approver Role for a specific Tenant (see: Mapping Approver).
APPROVER ROLE
Click CONFIGURE APPROVER ROLE to configure a new Approver Role (see: Configuring Approver Role).
Click PRINT to print the displayed report records.
EXPORT TO EXCEL
Click EXPORT TO EXCEL to export the record displayed on the report to a Microsoft Excel sheet.