Approval Setup

The Approval Setup module enables you to configure the settings for approvals. The configurations that you set can be specific to each of your branches. So, you will be able to assign various sets of approval regulations to different branches in your organization.

Note: When a new branch is added, the approval setup will be assigned default values that can be modified according to your requirement.

There are three sections for which you can determine the approval setup:

• Safe Entry Request: Enable the Employee and Visitor approval process. When enabled, requests will be sent for approval and approved by the approver. Or, system will automatically approve the requests.
• Asset Request: Enable the approval process for asset requests and specify how the request is assigned. The request assignment can be done by the admin or branch manager, or can be picked up by the agents themselves.
• Maintenance Request: Specify how the request is assigned and enable audit process. The request assignment can be done by the branch manager or admin, or can be picked up by the maintenance staff themselves.