F2 Gateway Approvals
| The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2. |
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 2 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.
| The content of this manual is tailored to F2 Manager 2. If you are using F2 Gateway approvals with F2 Manager, you can read more here. |
Read more about:
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Approval gateway structure, including functions of the "Gateway approvals" tab and search lists in the main window.
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Managing approvals with a gateway at one or more steps.
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Synchronisation reports, which are generated when an approval requires manual handling due to synchronisation issues between F2 Desktop and F2 Manager 2.
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:
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Directly (regular approvals).
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Through the gatekeeper function.
A regular approval process contains, for example, three approval steps, with the third approver making the final approval:
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:
With the addition of a gatekeeper, the approval goes through the gatekeeper both before and after processing by the gated approver.