F2 Approvals
The F2 Approvals add-on module provides a fast and easy way of quality assuring work using an efficient and effective approval flow. This add-on aims to simplify the process of approving material. Approvals also helps an organisation ensure that its formal approval processes are kept.
You define the flow of the approval process from start till final approval. This includes specifying anyone who must approve your work and any copy recipients who should be notified of the approval. A range of special columns and icons provides you with a graphical overview of the organisation’s approvals and their current status.
The approval flow
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Create an approval from either the main window or the record window. |
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From here you can set up the approval flow by adding approvers and copy recipients on each step of the approval. You can also save a template based on the approval flow. |
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Approvers have several options for managing the approval, including returning or undoing the approval. |
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The approval process ends when the last approver grants final approval. |
Get an overview of approvals
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You can get an overview of active approvals in F2 from the "Approvals" standard search. The approval columns can provide you with information, such as the approval’s current location in the approval flow. The approval icons provide information regarding the deadline of the approval and its movement through the approval flow, i.e. whether it has been returned or finally approved. |
