Pre-Approvals and Post Approvals serve as a means to have groups review proposals before being sent out to the client. This is a guide to walk you through the process.
Access the Approval Systems interface by going to
- System Configuration
- Approval Systems
- Click on "New" and you will be prompted with a box that will ask you to select Pre or Post as well as a name.
In System tab, select the group and click add to include the groups needed to approve:
Once groups are added the next step is to look at the grids on the right hand side of the screen.
System Type ("Standard" allows for all aprovers to approve simultaneously, "Hierarchy" will send notifications in the order the groups are set up, a group can only approve once the previous group has completed the approval) as well as selecting what each user that belongs to the pre-approval is allowed to do before it's been approved. An example of this is the Allow Print/Export. If checked, it will allow users to export documents to word or PDF or be able to print them.
The other tabs outside of options are used for more complex approvals including but not limited to requiring approvals for specific job types as well as if a certain part is in a proposal.
Exceptions work as triggers within the approval system. For example, if all jobs with a GPM greater than 70%, go to a specific group, Admin.
The regional setup tab is used in rare scenarios if a particular office or market from within the company overrides or ignores the approval system
(please note that job type can only be accessed by selecting Use Job Types in the options grid)
Post approvals have a very similar process than pre-approvals although they are much more limited.
Setting them up is the same, click on new and check off post approval and then name it.
The interface looks very similar although multiple tabs are removed. Select your groups that need to approve.