Forum Replies Created
When is a good time for to setup a call?
Thanks again for all your help. But I guess I didn’t totally understand.
I created two approval stages. One for the managers and one for the directors.
Each of the participants is assigned to a role. Granting access this way works very well.
The behavior for the management stage is:
Manager 1 must approve.
Manager 2 must approve.
Manager 3 must approve.
Manager 4 must approve.
Manager 5 must approve.
Manager 6 must approve.
Manager 7 must approve.
If this is met it goes to the directors for approval.
Director 1 must approve.
Director 2 must approve.
Director 3 must approve.
Director 4 must approve.
If this is met everything concludes as it should.
If there is a rejection anywhere it works as it should.
But if a manager doesn’t respond in a timely manner everything stops.
So I added an escalated notification to the directors to the management stage.
If enough time elapses a message is sent to the directors. Once a director approves it sends email out to all the directors to approve (for directors stage). What I need is for the request to be approved without it being sent again to the directors again.
Do I use one approval stage for managers and directors?
So there is no way to force a form to the next stage? So then the Approval Stage for managers and directors would be the same stage? Just the directors would not get a notification until the managers approve or their time for approval has run out?
The way the managers explained to me the way they want the form to work is:
Applicant submits form.
Applicant and managers are notified.
After 12 hours managers get a reminder if not action has been taken.
If managers approve or no response by managers in 5 days then directors should get approval notification.
Thank you Dennis,
I have done as you suggested and setup each manager as a role. After each approves it goes to the Director (four directors) stage. The question I have now relates to escalation. If one of the managers is out and does approve or reject how do I move to the directors stage after a set amount of time?