Mapping Approver
- Enterprise IT
You can map an Approver to an Approver Role for a specific Tenant. The configured Approvers become a part of the Approval Matrices.
To map an Approver to an Approver Role:
- Select Asset > Configuration > Others > Approval Matrix. The APPROVAL MATRIX page is displayed.
- On the ACTIONS panel of the APPROVAL MATRIX page, click APPROVER MAPPING. The APPROVER MAPPING pop-up page is displayed. Fill in the details on the APPROVER MAPPING pop-up page, and then click SUBMIT. For more information about the fields on the APPROVER MAPPING pop-up page, see 115868037.
Figure: MAP APPROVER pop-up page
Field Description
The following table describes the fields on the APPROVER MAPPING pop-up page:
Field | Description |
Tenant | Select the Tenant for which you want to map the Approvers with the Approver Roles. |
Approver Role | Select the Approver Role from the drop-down list that you want to map with an Approver. You can either select the System Defined Roles or the User Defined Roles.
|
Approval Matrix For | Select the Approval Mapping criteria for which you want to map with an Approver. You can select following Approval Matrix criteria:
|
Customer | Displays the list of Customers for the Customer Admin (By Customer) and Customer Executive (By Customer) roles that you selected in the Approver Role drop-down list. Select the Customer from the Customer drop-down list. |
Tenant | Displays the list of Tenants for the Tenant Admin (By Tenant) and Tenant Executive (By Tenant) roles that you selected in the Approver Role drop-down list. Select the Tenant from the Tenant drop-down list. |
Floor | Displays the list of Floors for the Floor Admin (By Floor) and Floor Executive (By Floor) roles that you selected in the Approver Role drop-down list. Select the Floor from the Floor drop-down list. |
Store | Displays the list of Stores for the Checker (By Store), Store Admin (By Store) and Store Executive (By Store) roles that you selected in the Approver Role drop-down list. Select the Store from the Store drop-down list. |
Approver Name | Search and select the Approver Name to map it with the Approver Role. For more information about searching the Approver, see Searching Users. |
Active | If selected, the Approver Mapping becomes active. |
LIST | |
Include Inactive Records | Select the check box to display the inactive records along with the active records. |
Approver Role | Displays the Approver Roles. |
Approver Role List | Displays the details of the respective Approver Role. Example: If the Approver Role is selected as By Customer, the Approver Role List displays the Customer Name. |
Approver Name | Displays the name of the Approver. |
E-mail ID | Displays the E-mail Ids of the respective Approvers. |
Emp. ID | Displays the Employee Id of the respective Approvers. |
Active | Displays the status of the mapped Approvers.
|
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Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ