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Approvals

Approvals: This video contains how to use approvals in AIV.

  • Approval Notifications shows the pending notifications shared with you to approve or reject.

  • This type of Notification comes into effect when an approval is required to schedule certain reports, merge reports, or alert reports.

  • The Approval Notification work along with Request section of the Notifications in order to get approval for scheduling a specific document.

  • Detail explanation for approval notification go through below steps:

  • Click on Docusaurus Slash Introduction to see a list of all the requests that need in Approval. The following screen will appear:-

    Docusaurus Slash Introduction

Schedule a Report​

  • In order to understand how approvals work, we will schedule a report which will ask for approval of the Admin user. We will be using Employees.rptdesign in the report section for the purpose of understanding. Double click on the report which will open the following dialog box:-

    Docusaurus Slash Introduction

info

Approval feature will only work with Schedule type Once and Recurring

To schedule report in Once, click here -->

To schedule report in Recurring, click here -->

  1. Go to the schedule tab as shown in the figure above. By default, Schedule Type will be Time else select schedule type time from the drop down menu.

  2. Choose Once in the Frequency.

  3. If you want you report to be approved before sending to other users, then check Approval Require. Send Reminder specifies how many reminder should be sent.

  4. After days specifies after how many days should the Reminder be sent again.

  5. Approved by specifies the user name, which is Admin in our case.

  6. Hence this report will run only after it has been approved by the Admin user.

  7. Now Request for this report will be shown to the Admin user in the Approvals section of Notifications.

Approve Report​

  1. In order to approve the report, login with the credentials of Admin user and go to the Notifications section.

  2. You can approve the request by selecting the approval request and clicking on Docusaurus Slash Introduction or by selecting Docusaurus Slash Introduction from the bottommost toolbar.

  3. Following dialog box will be shown as a result of these actions.

    Docusaurus Slash Introduction

  4. Click on Docusaurus Slash Introduction button to approve the request.

  5. In case of any further help, the user can click on the Docusaurus Slash Introduction icon to access the AIV help documents.

  6. If the user is not satisfied and wants to cancel the upload request, he can do this by clicking on the cancel button next to upload or by clicking on Docusaurus Slash Introduction button next to the Docusaurus Slash Introduction icon.

Reject Report​

  1. In the similar manner, if Admin wants to reject the request he can click on Docusaurus Slash Introduction or by select Docusaurus Slash Introduction from the bottommost toolbar which will open following dialog box:-.

    Docusaurus Slash Introduction

  2. Click on Docusaurus Slash Introduction to reject the request.

Preview Request​

  1. Click on Docusaurus Slash Introduction to view the request.

Send Message​

  1. Click on Docusaurus Slash Introduction to send messages to request users which will open a dialog box as follows:-

    Docusaurus Slash Introduction

  2. You can also format your messages, add links, function to your message from the comment box.

Delete Request​

  1. Finally, if you want to delete a request, select it and click on Docusaurus Slash Introduction icon.

  2. In this manner, you can approve requests of other users in the AIV application.