Introduction to F2 Touch – Executive

F2 Touch - Executive is an app for iPhone that allows executive managers with a gatekeeper function (i.e. a secretariat) to process approvals in F2 Touch. F2 Touch - Executive therefore requires the F2 Approvals add-on module to use. The design of the app means that setup, login, and navigation work in the same way as the standard F2 Touch app.

F2 Touch - Executive share many features with F2 Manager with the approval gateway enabled. The workflow for gated approvers is the same in relation to approvals. Additionally, approvals are sorted in the same lists and according to the same prioritisation principles as approvals sent to F2 Manager. Read more about the setup and use of the approval gateway in F2 Gateway Approvals.

This article covers the different types of approvals in the F2 Touch - Executive app. How to process approvals is described in the Manage approvals section. Approvals that are sent for orientation only are described in the Copy and chat orientation section.

Limitations

F2 Touch - Executive is intended for streamlined approval processing, and its usage is therefore somewhat limited.

Compared to F2 Touch, you cannot create new records, emails, or cases. Further, only a limited amount of lists and record metadata are displayed.

Compared to F2 Manager, the meeting planner, bookmarks, annotation tools, and push notifications are not available. Therefore, the F2 Touch - Executive add-on cannot be used for handling meeting materials.