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HOD stands for Head of the Department. The Administrator can define the Organization structure. Based on the defined structure, the Administrators can set the HOD as an Approver.
To configure HOD:
- Select Procurement > Configuration > Approval Matrix. The LIST section of the APPROVAL MATRIX page is displayed.
- On the ACTIONS panel, click APPROVAL MATRIX. The DETAILS section of the APPROVAL MATRIX page is displayed.
- On the DETAILS section, select a Tenant in the drop-down list that is configured as a level 4 Tenant. On the ACTIONS panel, the MANAGE HOD icon appears.
- On the ACTIONS panel, click MANAGE HOD. The MANAGE HOD page is displayed.
Figure: MANAGE HOD page - On the MANAGE HOD page, fill in all the necessary information. For more details on the fields, see Field Description.
Click SUBMIT.
You have to provide details for all four Department Types to complete the hierarchy of the Department and map the HOD for each type.
Field Description
The following table describes the fields on the MANAGE HOD page.
Field | Description |
|---|---|
Tenant | Select the Tenant for which you want to manage the HOD. |
Department Type | Select the department from the four levels of the Organization. |
Name | Type in the name of the HOD. |
HOD | Type in the name and search the HOD. |
Active | If selected, the configured HOD becomes active. |
Include Inactive Records | If selected, the inactive Manage HOD configurations are displayed. |
Expand All | Click to expand the tree structure of the records. |
ACTIONS
APPROVAL MATRIX
Click APPROVAL MATRIX to go back to the APPROVAL MATRIX page. For more details, see Configuring Approval Matrix.
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