BP> Maintenance> Approval Type
Summary
Approval Types are used to create approval steps on BP permits. They can be set up to notify a particular user, update the permit status, apply a fee or attach an alert code to the permit when the approval step is approved or failed.
Once an approval type is created, it can be attached to a permit on the Permit Maintenance window (BP> Maintenance> Permit> Approval tab). Click here for information on Permit Maintenance.
Related Links
Click here for information on Queue Maintenance.
Click here for information on Role Maintenance.
Click here for information on User Maintenance.
Click here for information on Permit Status Maintenance.
Click here for information on Alert Maintenance.
Step by Step
- Open the Approval Type Selection window (BP> Maintenance> Approval Type).
- This window will display all of the approval type codes created in the application.
- Highlight an approval type and press DELETE or click the Delete icon
if you would like to delete an approval type.- You cannot delete an approval type that is attached to an existing license.
- Press ENTER or click the Modify icon
to edit an existing approval type. - Press INSERT or click the Create icon
if you would like to create a new approval type code. This will open the Approval Type Maintenance window.
- Enter a unique Approval Type code. Be as descriptive as possible as this is the primary way to differentiate between approval steps on the Permit Maintenance window.
- This code can be up to 20 characters long.
- Enter an optional Description for the approval type.
- This field can accommodate up to 60 characters.
- Specify the duration of the approval type in the Days to Expire field.
- When the approval type is attached to a permit as an approval step, the expiration date of that approval step will be the date it is attached plus the duration specified in this field.
- This duration must be between zero and 999 days.
- Enter any Notes for the approval type.
- This field can accommodate up to 512 characters.
- The Notify drop-down menu is used to determine which users will be notified when an approval step on a permit requires their attention. By selecting queue, role or user, the default value set up below will be the notification recipient.
- The Default Queue, Default Role and Default User fields are used to specify a default queue, role or user that will be notified when an approval step requires attention.
- Queues are created and maintained on the Queue Maintenance window (BP> Maintenance> Queue). Click here for information on Queue Maintenance.
- Roles are created and maintained on the Role Maintenance window (SS> Security> Role). Click here for information on Role Maintenance.
- Users are created and maintained on the User Maintenance window (SS> Security> User). Click here for information on User Maintenance.
- The Default Queue, Default Role and Default User fields are used to specify a default queue, role or user that will be notified when an approval step requires attention.
- The Status on Approve and Status on Fail fields are used to specify what status the permit will change to when the approval step is approved or failed.
- Permit statuses are created and maintained on the Permit Status Maintenance window (BP> Maintenance> Permit Status). Click here for information on Permit Status Maintenance.
- These approval and fail fields are optional. Each of these values can be specified when the approval step is added to the permit.
- The Fee on Approve and Fee on Fail fields are used to apply a fee to the permit when the approval step is approved or failed.
- The Alert on Approve and Alert on Fail fields are used to attach an alert to the permit when it is approved or failed.
- An alert code attached to the permit upon approval or failure will behave in the same manner as any other alert attached to the permit. Click here for information on Alert Maintenance.
- Click the Save icon
to save the new approval type code.