Jobs

The approval of jobs is similar to the functionality for approving new customers and vendors.

However, the job approval process is different if you have specified an access level to a job. All users who are involved in the approval of that job must have the same access level. If they are not assigned the same access level, they cannot access that job in order to submit, approve, or reject it.

This feature enables you to do the following:

• Specify whether all created jobs are automatically blocked from registration and invoicing until they are approved.
• Specify what fields should be edited when a job is approved or rejected at each phase.
• Specify rules to determine what fields must be updated in each approval phase. For example, if the value in the Year field on a job has been modified, you can make it mandatory to update the value in the Start and ending field to provide accurate information.
• Designate which user, user role, or user group can submit and approve jobs.
• Specify which users get notifications when a job is approved.
• Specify what a user or user role can do in different companies. For example, if a user has access to jobs in two companies, you can give the user access to submit jobs in only one of them.
• Specify whether users can manually change job status and unblock jobs for registration and invoicing.
• Select a default job state for when a job is created.
• Set up an approval process that utilizes multiple job approval phases.
• Define what should happen at each approval phase.
• Ability to submit, approve, or reject a job depending on the user.
  Note: This functionality is only visible is approval hierarchies is enabled for jobs.
• View the approval status for both main and subjobs.