Multi-Level Approval

1. Brokers have the ability to set up multi-level approvals for different request types. This feature enables brokers to ensure that requests are reviewed and approved by multiple parties, providing an added layer of oversight and accountability. (For more details, please refer to this section for more details: Multi-Level Approval)

2. When multi-level approvals are set up for requests, brokers will be able to view the approval process and the status of each stage. This feature enables brokers to monitor the progress of requests and determine which parties have approved or are pending approval.

First Level of Approver

1. The request will be shown under the "My-To-Do" page of the first level of approver.

   
2. You will be able to see the following:

   • "Approval Process" - this shows which stage of the approval process the request is currently pending at.

   • "Review Process" - this shows the approval process and parties involved for this review process.

     
3. Once the request has been reviewed by the first level of approver, the "Approval Process" and "Review Process" will be updated accordingly.

   

Subsequent Levels of Approvers

1. Subsequent levels of approvers will be able to see the request under "My-To-Do" list only after the first level of approver has approved the request.

2. You will be able to see the following:

   • Approval Process: "Approved at Node 1".

   • Status: "Pending"

   • "Review Process" - this will display which party the review is currently pending at.

     
3. Once you approve the request, the status, approval process and review process will be updated accordingly.

   

At any point of the review process, broker can choose to reset the approval process. This might be due to a change of request details or information or any other circumstances:

1. Click onto the "Reset" icon. This icon will only be shown for requests under review. You will not be able to reset requests that have been approved or rejected.

   
2. A popup notice will display to inform you that resetting the process would mean that the request process will start again from the first level of approver. Click "Confirm" to proceed.

   
3. Once you confirm, a log will be automatically generated to indicate that a reset has been done.

   
4. The approval process and review process will revert back to the start.