Sep 16, 2024
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This workflow was called “admin approval” in the previous registration system. Turning this workflow on forces all registered entities in a group to be reviewed and approved by a designated individual. The registered entities will not appear anywhere in a company's registration database until records are approved by a designated individual.
- When the setting is turned on in the application template a new permission called “Approve” will display in the permissions area
- Any user can be an approver in the system.
- The user MUST have VIEW access to the registration group to approve records
- There is no limit to the number of approvers you can enable
- This setting must be enabled per registration group
- Any user can be an approver in the system.
- When a user has the permission “Approver” they will see a new option in the left navigation bar called Approval Queue
- Records will be collected in this queue as they are created in the group
- The records will not be able to be searched for until they are approved and added to the permanent record