Add New Task Resource Booking Approver Roles

Use Task Resource Booking Approval in the Company Approvals submodule in the Settings module to add new task resource booking approver roles.

To use Task Resource Booking Approval you must have access to Settings as defined in User Access Rights under Settings.

To add a new task resource booking approver role:

1. On the main toolbar, click Settings .
2. If you have more than one Company 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 task resource booking approver role.
3. In the left pane of the Settings page, click Company Approvals > Task Resource Booking Approval.
4. On the grid toolbar, click Add Role .
5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a task resource booking approver and click OK.
6. To edit the Priority, Trigger Amount, and Employee fields, double-click on the corresponding field.
   Note: You cannot edit the Trigger Amount and Employee fields for all task resource booking approver roles.