The purpose of this article is to explain how a Superuser can set up the Approvals Structure within a contract on the CEMAR Admin Panel.
To view and adjust approvals, select the Approvals tab within the contract.
Select a Party from the drop-down list. You will then be presented with the approval structure being used by that Party:
Video content is available below for each approval structure.
This is the most basic approval structure with only one level. Only one User is required to be assigned the role of Alerted Manager, however, it is possible to nominate multiple Users if required.
Select the alerted managers from a list of Users attached to the Contract by clicking the checkbox next to their name. When complete, select Verify. Should you make any changes to the Users set up as alerted managers, it will be highlighted in green as displayed below:
This approval structure introduces an additional stage to the alerts only approvals process, creating a role for approvers which is beyond that of the Alerted Managers.
Alerted Managers may be selected, as well as multiple Approver Delegates. Additionally, Approver Delegates can approve an event. This structure also allows you to nominate specific communication types that require this level of approval. Any communication types not nominated will simply be governed by roles and thresholds (see the alerts only process above).
Expand the below box and select the alerted managers from a list of Users attached to the Contract by clicking the checkbox next to their name. When complete, click Verify:
Select the pencil icon to select the communication type required for approval by an approver. In this example, notifying a compensation event has been selected so every User trying to notify a CE will require approval (from an approver) before it can be notified.
We've simplified our Global Approvals structure so that you now only select the Users you want to be approver delegates - Named Approvers are no longer required to be selected.
Once you have chosen the communication type, select the Approver Delegates you wish to approve this communication type. When complete, select Verify:
Should you wish to turn off this approval structure, select Turn Off:
The Event Approvals structure, previously known as Contract Approvals, allows for the selection of specific Approvers for specific communication types. For example, you are able to select one Approver for sending an early warning, but a different Approver for accepting a quotation.
Please note, that within this approval structure, all nominated Approvers must provide approval for an event before it can be communicated (whereas global approvals only requires approval from one approver).
Select the appropriate event type under the Select Event title highlighted below. In this example, compensation events has been selected. Different events can have different approvers. When complete, click Verify:
Should you wish to turn off this approval structure, select Turn Off.