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Default Approval Status
Transaction rules will override the default approval status where appropriate.
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Transactions rules provide further flexibility than the default approval status settings, which do not allow conditions be applied. Transaction rules can be configured to change the default approval status by:
- Transaction type
- Conditional IF statements for quantity, labour time and issue quantity
- Task type
- Diversion
- Employee
- Equipment
To configure a new transaction rule
- Select Advanced Settings
- Select Rules
- Select New
- Enter a name in the Code field
- Enter a description in the Description field
- Set the desired Approval Status
- Specify which types of transactions the approval status will apply to
- Specify if there conditions for setting the approval status
- Specify which task the approval status will apply to
- Specify which diversions the approval status will apply to
- Specify which employees the approval status will apply to
- Specify which equipment the approval status will apply to
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