This mobile application is used to manage approvals in BOS Enterprise.
Navigation: ServerAddress/approvals - eg. company.quickeasysoftware.com/approvals
Compatibility: BOS Enterprise 22.01
This view displays all the Transactions, grouped by Transaction Type and ordered by Priority. Priority transactions are highlighted in red. If a group name is appended by (Admin), it indicates that you can only approve the transactions in the group as an Admin.
Transactions are displayed if they meet the following conditions:
The Transaction uses Checklists
The Transaction is in the Approvals 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).
Click/Tap a transaction to view the items and checklist in the Transaction Detail View
This view provides all the information required to approve the transaction, including Header, Items, Notes, Attachments and Checklist items.
The following buttons are displayed at the top of the screen:
Back (button) - Return to the list view.
Approve - Approve all the Manual and Limit checklist items you can access.
Reset - Resets the Checklist (Administrator Access Required)
The Checklist is displayed at the bottom of the Detail View. The icon on the left is coloured according to the status (Red=Waiting; Yellow=Ready; Green=Approved; Grey=Declined). The letters inside the icon indicate the Type of Checklist item (M=Manual; MH= Manual (Head); MM=Manual (Manager); MR=Manual (Requestor); ML=Manual (Limit); A=Auto; O=Override. The Body (Centre) includes the Description and the Noes that have been added.
If an Item is Pending, the User/s who can approve the item are displayed. If an Item has been Approved or Declined, the User has Approved or Declined the Item will be displayed.
Click/Tap a checklist item to open the Action list which includes:
Approve
Decline
Reset - Administrator rights are required
Add Note
The above actions are applied to the selected checklist item only.
General Settings > Mobile Apps > URL: Approvals App - This setting is used to populate the link that opens the mobile app which appears on the email notification. eg. company.quickeasysoftware.com/approvals