What is a Default Approver? (Stand-alone)
When a new value is added to a field in the workflow, chances are that this is not reflected in the approval matrix for a particular step.
To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified for each step. Then, if nobody is defined as an Approver based on the approval matrix, the item will be assigned to the Default Approver.
To set a Default Approver, open the approval workflow settings and click in the respective step underneath “Default Approver” on “Add Approver”. Please note: the option “Default Approver” is only available if there are no Approvers with the rule “Always approves”.
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
Who can add Watchers to a request? (Stand-alone)
Other watchers Requesters Any Approver of the request (in any approval step) Organisation Administrators Watchers, Requesters, and Approvers are eligible to hold any Organisation role (e.g., auditor, user, etc.) allowing them to add watchers to a ...
What Watchers can/cannot do (Stand-alone)
As a Watcher in ApprovalMax, you have certain capabilities and restrictions. Here's a breakdown of what Watchers can and cannot do: Watchers can Watchers cannot View the document details Change the status of a document (approve or reject) Receive ...
What is a Default Approver? (Cin7 Core)
When a new value such as location, product, or inventory account, etc. is added in Cin7 Core, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
Can a Default Approver reassign requests? (Xero)
Yes, Default Approvers have several options. They can: Add other Approvers from their Organisation Remove the ones they have previously added Reassign requests to another Approver