Managing HOD

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
 SummitAI Procurement
Procurement


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:

  1. Select Procurement > Configuration > Approval Matrix. The LIST section of the APPROVAL MATRIX page is displayed.
  2. On the ACTIONS panel, click APPROVAL MATRIX. The DETAILS section of the APPROVAL MATRIX page is displayed.
  3. 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.
  4. On the ACTIONS panel, click MANAGE HOD. The MANAGE HOD page is displayed.

    MANAGE HOD page
    Figure: MANAGE HOD page

  5. On the MANAGE HOD page, fill in all the necessary information. For more details on the fields, see Field Description.

  6. Click SUBMIT.

    Note:

    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.