Configuring Approval Matrix

Owned by Enterprise IT
Apr 23, 2024

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:

  1. Select Asset > Configuration > Others > Approval Matrix. The APPROVAL MATRIX page is displayed.
  2. 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.
Note: If you select Maker Checker, the approval process through Maker and Checker becomes configured. The principle of this process defines Checker to validate each transaction made by the Maker.

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:

  • No Assets: If selected, no Assets are verified by the Approvers.
  • All Assets: If selected, all the Assets are verified by the Approvers and the Display Assets field becomes available for the next level Approvers.
  • Percentage: If selected, the specified percentage of the Assets are verified by the Approvers.

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).

PRINT

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.