To obtain an overview of an approval procedure
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In the Manager, select the Attestation > Basic configuration data > Approval procedures category.
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Select an approval procedure from the result list.
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Select the Approval procedure overview task.
You can only assign selected approval policies to attestation procedures. The approval policies permitted depend on the approval procedures applied in the approval policies and on the table that forms the attestation base object for an attestation procedure.
You specify which tables are permitted for use with custom approval procedures.
If you want to use custom tables with the default approval procedures AS, CD, EX, OM, OR, or WC then assign these table to the approval procedures.
To specify the tables that permit this approval procedure
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In the Manager, select the Attestation > Basic configuration data > Approval procedures category.
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Select an approval procedure from the result list.
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Select the Assign tables task.
In the Add assignments pane, assign the tables to which the approval procedure can be assigned.
TIP: In the Remove assignments pane, you can remove table assignments.
To remove an assignment
- Save the changes.
You can see which tables allow an approval procedure on the approval procedure overview form.
Related topics
You can copy default approval procedures in order to customize them.
To copy an approval procedure
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In the Manager, select the Attestation > Basic configuration data > Approval procedures category.
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Select an approval procedure in the result list. Select the Change main data task.
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Select the Create copy task.
- Confirm the security prompt with Yes.
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Enter the short name for the copy.
The short name for an approval procedure consists of a maximum of two characters.
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Click OK to start copying.
- OR -
Click Cancel to cancel copying.
To delete an approval procedure
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Remove all assignments to approval steps.
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On the approval procedure overview form, check which approval steps are assigned to the approval procedure.
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Switch to the approval workflow and assign another approval procedure to the approval step.
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In the Manager, select the Attestation > Basic configuration data > Approval procedures category.
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Select an approval procedure from the result list.
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Click .
- Confirm the security prompt with Yes.
Related topics