Approvals in F2 Touch

Approvals meet the need to execute formal approvals of produced materials. Approvals can be accessed from the list view. Tap the list view icon and select Approvals.

approval records
Figure 1. List of records with approvals

You will then see all records in an active approval flow to which you have access.

You can switch to the approval view on an open record by tapping the approval icon icon approval in the record’s upper grey ribbon.

Manage approval

An approval can be processed when it is on the step of the following:

  • A user or unit who is an approver.

  • An approver with “On behalf of” rights.

  • A copy recipient.

As an approver, you can approve or return the approval with or without a comment. You have the same options if your unit is added as an approver.

approval process approver
Figure 2. Process the approval as an approver

As a copy recipient, you can mark the approval as “seen”, and you have the options of notifying the responsible user and adding a comment.

approval process copy recipient
Figure 3. Process the approval as a copy recipient

When returning an approval in F2 Touch, you have the same options as in F2 Desktop.

approval return
Figure 4. Returning an approval

Here you can select to which user you want to return the approval. It is also possible to recommend with which user the approval should resume.

Approval status

The approval’s status and process overview are shown below the approval record. The approval status shows which step the approval is currently on or if it is finally approved. Its deadline and type, if any, are also shown here.

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Figure 5. Status and approval process overview

The “Approval process overview” section shows information about each approval step.

The “Approval log” section is found below the “Approval process overview section”. The log shows all actions performed in relation to the approval process and any comments related to the actions.

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Figure 6. The approval log

The log is presented in reverse chronological order, so the latest approval action is shown at the top.

Create and edit approvals

It is possible to create, start and edit approvals in F2 Touch. The options for creating and editing approvals are dependent on the configuration settings. Configurations are performed in cooperation with cBrain.

The following is possible by default:

  • Approvals can be created on existing records using a template.

  • Approvers and copy recipients can be edited on every step.

  • Approval steps can be deleted.

The individual functions are described in the following section.

Create new approval

It is possible to create a new approval using existing templates in F2 Touch.

create new approval
Figure 7. Create a new approval using a template

The templates are created and maintained in F2 Desktop.

An approval can be started in F2 Touch.

Options available to a user when creating approvals with or without an approval document can be configured. Any configurations are performed in cooperation with cBrain.

Edit approval

You can edit approvals in F2 Touch. The following actions are available:

  • Add step (1).

  • Edit the approval deadline (2).

  • Select type from the drop-down menu (3).

  • Delete step (4).

  • Add or remove approver or copy recipient (5).

  • Edit other metadata fields, e.g. “Limited visibility”, “Notify approver”, etc (6).

approval edit
Figure 8. Edit approval

The following actions are not possible in F2 Touch:

  • Edit deadlines for individual steps.

Tap Show advanced/Hide advanced to toggle the visibility of the editing options.

It is only possible to edit steps that the approval has not yet reached.

Offline approval actions

It is possible to perform a number of actions in F2 Approvals when F2 Touch is offline:

  • Process/save/approve approvals.

  • Mark an approval as “Seen” as a copy recipient.

  • Edit an approval document.