Mtiririko wa kazi
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1
Fungua foleni
Fungua Approvals chini ya Operations (mmiliki, msimamizi na meneja wa tawi). Assigned to me huonyesha unayoruhusiwa kuhakiki; All huonyesha yote. Awaiting a decision huorodhesha kila ombi, muda liliosubiri, kitendo, kiasi, mwandaaji na eneo lake.
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2
Kagua ushahidi
Fungua rekodi ya chanzo na linganisha kiasi, mkopaji, tawi na nyaraka na ombi kabla ya kuamua. Huwezi kuhakiki ombi ulilolianzisha: Adili itasema You raised this request, so you cannot check it.
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3
Idhinisha
Bofya Approve. Kitendo kinatekelezwa papo hapo, mfano mkopo unakuwa Approved na unaweza kutolewa.
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4
Kataa
Bofya Reject, andika Reason, kisha bofya Reject request. Ombi lililokataliwa hufungwa; mwandaaji lazima aanze upya.
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5
Rudisha kwa marekebisho
Kwa idhini ya mkopo bofya Request changes, andika What needs to change, kisha bofya Send back. Mkopo unarudi kuwa Draft (au Assessed) na maelezo yako juu ya ukurasa, na mwandaaji anauona chini ya Returned for changes akiwa na kitufe cha Resubmit.
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6
Weka kanuni
Mmiliki na msimamizi hufungua Settings → Approval Rules. Add policy huweka, kwa kila Action na Scope, kiwango cha kiasi na idadi ya Required checkers; Add assignment hutaja nani Can make na nani Can check. Swichi huamua kama mmiliki na msimamizi wanaweza kuwa waandaaji wakati wote, na kama mabadiliko ya maafisa mikopo na watathmini yanahitaji idhini.
