What is the Watcher functionality? (QuickBooks Online)
The Watcher functionality in
ApprovalMax keeps users with this role informed about specific approval
requests within the system so that they can closely monitor them. When a user
is assigned as a Watcher to a request, they will receive notifications and
updates regarding the progress and status of its approvals, even if they are
not directly involved in the authorisation process.
The Watcher functionality comes with the following features:
1. Notifications: Watchers receive
notifications by email when significant events occur regarding the requests
they are watching. This includes approvals/rejections, post-approval changes,
decision reworks, comments, and the
marking of Purchase Orders as Billed/Bills as Paid.
2. Visibility: Watchers can track the
progress of the approvals they are monitoring within ApprovalMax. They can see
the current status, comments made, and any other relevant information related
to such requests.
3. Observation: Although Watchers are not
actively participating in the authorisation, they can observe a request's
processing to ensure transparency and accountability throughout the approval
process.
The Watcher functionality provides visibility and
enables users who need to stay up-to-date on particular approval requests to
engage, without the need for any direct involvement.
Related Articles
Who can edit/delete Watchers? (QuickBooks Online)
Watchers (for themselves) Organisation Administrators The same user who added the Watcher
Who can add Watchers to a request? (QuickBooks Online)
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 (QuickBooks Online)
As a Watcher in ApprovalMax, you have specific 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 ...
Who can be added as a Watcher? (QuickBooks Online)
You can add users from the same Organisation as the request to act as a Watcher for that specific request. This means that users who belong to the same Organisation as the request can be designated as Watchers to ensure that they receive ...
How to add a Watcher to a request (QuickBooks Online)
In your Organisation, open the request to which you want to add a Watcher. To choose a Watcher, click on the button: In the Change Watchers window, click on the Add Watcher button and select a Watcher from the list: When all required Watchers have ...