Introduction to F2 Gateway Approvals

F2 Gateway Approvals is an add-on module that enables a gatekeeper (typically a secretariat) to manage and quality assure approval processes for one or more gated approvers (e.g. executive managers).

The add-on consists of a special setup of F2, which detains approvals so they are not sent to and from F2 Manager on iPad automatically. Instead the approvals first reach a gatekeeper on F2 Desktop. The gatekeeper can then sort, prioritise, and quality assure approvals before and after they land on the step of the gated approver.

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Gateway approval roles

The term gated approver is used to refer to a user whose approvals are managed by e.g. a secretariat, while gatekeeper refers to the user or unit who does the managing.

Manage approvals

There are two ways to manage an approval:

  • Directly (regular approvals).

  • Through the gatekeeper function.

A regular approval process contains, for example, four steps, with the third approver making the final approval:

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Figure 1. Regular approval process

When approvals are managed using the gatekeeper function, the approval process may change. If the process contains a gated approver, the process will look something like this:

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Figure 2. Approval process with gatekeeper

With the addition of a gatekeeper, the approval goes through the gatekeeper both before and after processing by the gated approver.