Mobile App - Approvals

Overview

This module is used to manage Approvals in BOS Enterprise.

The Approvals feature lets you review and approve requests (like time off or expenses) from anywhere.

Navigation: BOS Mobile App > Login > Approvals (tile button).

Table of Contents

Transactions appear on the Transaction List View when the following conditions are met:

The Transaction uses Checklists.
The Transaction is in the Approval status.
There are Outstanding Checklist Items linked to the Transaction.
The User can approve one or more of the Outstanding Checklist Items (as User or as Admin).

ℹ️ Displays all the qualifying Transactions, grouped by Transaction Type and ordered by Priority.

Priority transactions are displayed in red.

If a group name is appended by (Admin), it can only be approved in the group by an Admin.

Header: Lists the Transaction Type.
Detail: Lists the following information in groups
- - Transaction number (e.g. Work Order number) | Customer Name
  - Description of the Stage | Description of the Job

ℹ️ This view is active after you click / tap a transaction on Transaction List View.

< (back): Navigates back to Transaction List View.
Approve: Approves all the Manual and Limit checklist items. A green bar will be displayed at the top of the screen indicating that all the items were approved. Once approved the item is removed from the Transaction List View.
- Note: Individual items can be approved or declined using the context / action menu (see Context Menu below).
- Note: Approving the checklist items will not change the status of the transaction.
Reset: Resets the Checklist (Administrator access is required).

Header

Items

The word Items with the number of items in brackets next to it (on the left).
The VAT Exclusive and Inclusive Totals of the transaction (on the right).
#: The sequential number of the item on the transaction.
Description: The item's description.
QTY: The Quantity of the item that is on the transaction (the quantity that is needed).
Unit Price: The Unit Price of each item.
Total: The Total Value of the job.
Note: If a note is added to an item on the transaction, it is displayed in blue below the item.

Checklist

The word Checklist followed by a list of users who may approve the item.
A complete list of checklist items with icons that are colour-coded based on their approval status.
- - Icon colours:
    - Red: Waiting
    - Yellow: Ready
    - Green: Approved
    - Grey: Declined
- Icon text: Indicates the Type of Checklist item as follows:
  - M: Manual
  - MH: Manual (Head)
  - MM: Manual (Manager)
  - MR: Manual (Requestor)
  - ML: Manual (Limit)
  - A: Auto
  - O: Override
The line directly below each colour-coded checklist item displays a list of users or who may approve it, or the date if it was automatically approved.

Context Menu

ℹ️ The context menu, also known as the Action menu is accessed by clicking a checklist item.

An email can be sent to the user to approve a transaction.
The link to open the Mobile App in this email automatically opens the applicable Transaction in the Mobile App.