Turn on Authorisations
To turn on Authorisations, please follow the steps below:
Within the Config go to Accounts, Authorisation Levels and tick the box next to Authorisation Required for e-Chits
Under the Authorisations Needed column, untick any Posting Types where authorisation is not required
Enter the values required for Authorisations in the greater than columns. An example below details the outcomes, and is based on the Greater Than (Level 1) field containing 50.00 and the Greater Than (Level 2) field containing 250.00
A request with a value of £49 needs no authority
A request with a value of up to £249 requires level 1 Access Level to Authorise
A request with a value of anything over £249 that requires level 2 Access Level to Authorise
Once you have unticked/ ticked the Posting Types that require authorisations, and added the required values, Click Save
Setting up an Authorisor
To set up an Authorisor for E-Chits, please follow the steps below:
Within the config, go to the Users and Groups Tab, then Security Profiles
Select the Security Profile Name
There are 2 Access Levels which will give certain security profiles authorisation levels:
For users to have authorisation level 1 tick Authorise E-Chit Requests - Level 1
For users to have authorisation level 2 tick Authorise E-Chit Requests - Level 2
You may wish for users who have level 2 to also have level 1 in which case tick both of the above. If a user only has level 2 they will not be able to authorise level 1 requests
Your user will now be able to authorise e-chits for their departments. If you wish for an authoriser to view e-chits requested by other departments, they will also need the below access levels ticked:
View All Groups
View All Users in Group