The DATABASICS Approval Notes Setup allows approvers to approve and/or reject a report with up to four predefined reasons. Administrators must be given or add the access right for "ApprovalNotesTemplate" for Expense within the Role Manager. Once access is given an administrator may define note templates for Approval, Rejection or both.
Approval Notes Setup
- Access the Approval Notes Setup window.
- Expand Expense
- Click on Approval Notes Setup
- Click the Add button to create a new Note.
- Fill in the following fields:
- Name: Enter name, this value will display in drop-down.
- Note Title: Enter Title, this value will auto fill text into the approval note text box.
- For Approval:
- Yes, makes note available for approval.
- No, makes not available for Rejection.
- Description: Note Description
- Active: Select whether or not the note is available
- Click the Save button when finished.