Use
Task Resource Completion Approval in the
Company Approvals submodule in the
Settings module to add new task resource completion approver roles.
To use Task Resource Completion Approval, you must have access to
Settings as defined in User Access Rights under
Settings.
To add a new task resource completion approver role:
-
On the main toolbar, click
Settings
.
-
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 completion approver role.
-
In the left pane of the Settings page, click
.
-
On the grid toolbar, click
Add Role
.
-
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.
-
To edit the
Priority,
Employee,
Limit to Task Priority, and
Limit to Ticket Type, double-click on the corresponding field.
Note: You cannot edit the
Employee field for all task resource completion approver roles.