Use
Required Resource Fields Approval in the
Company Approvals submodule in the
Settings module to add new required resource fields approver roles.
To use Required Resource Fields Approval, you must have access to
Settings as defined in User Access Rights under
Settings.
To add a new required resource fields approver role:
-
On the main toolbar, click
Settings
.
-
If you have more than one Ccompany in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new required resource fields approver role.
-
In the left pane of the Settings page, click
.
-
Click the
Roles tab, and on the grid toolbar, click
Add New Approver
.
-
In the Add Role dialog box, use the drop-down list to select the role that you want to add as a required resource fields approver and click
OK.
-
To edit the
Priority,
Employee List, and
Resource Type, and
Limit to Employees Created in Company fields, double-click on the corresponding field.
Note: You cannot edit the
Employee List,
Resource Type, and
Limit to Employees Created in Company fields for all required resource fields approver roles.