Approval Types
Approval types indicate the nature of the approval being logged, such as: Passed, or In Review. Analysts select approval types on the Approval Details window.
Creating an Approval Type
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Approval Types option. The Approval Types window appears.
Select the New Icon. A blank row is inserted in the browse table.
Type the name of the approval type.
Repeat for each approval type you want to create.
Select to save the changes. Provide the Change Reasons if prompted to do so.
Renaming an Approval Type
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Approval Types option. The Approval Types window appears.
Select the row that you wish to rename and overwrite with the new name.
Select to save the changes. Provide the Change Reasons if prompted to do so.
Deleting an Approval Type
You cannot delete the default approval type.
You cannot restore deleted approval types. If you create another approval type with the same name as a deleted one, and they both appear in a report period, they will be treated as separate approval types.
Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.
Select the Approval Types option. The Approval Types window appears.
Select the approval type you want to delete. If you are deleting a type that has linked tiers, the system will display a message that the selected type has linked tiers and the linked tiers will also be deleted. Confirm the deletion if prompted. If you attempt to delete the system default, you will receive a warning message telling you that you cannot delete a "static record".
Repeat for each approval type you want to delete.
Select to save the changes. Provide the Change Reasons if prompted to do so.