F2 Approvals
| The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2. |
With F2 Approvals you can easily and quickly quality-assure your work using an effective and transparent approval process. The module also helps to ensure that the organisation’s formal processes for approvals are adhered to.
You can define the approval process from start to 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 process
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Create an approval from either the main window, case window, or the record window. |
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From here you can set up the approval process by adding approvers and copy recipients on each step of the approval. You can also save a template based on the approval process, so it can be reused. |
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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 process. The approval icons provide information regarding the approval deadline and the approval’s status, i.e. whether it has been returned or finally approved. |
