AndrewPolk

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  • in reply to: Multiple Approvals Needed #6116

    AndrewPolk
    Participant

    When is a good time for to setup a call?

    Thank you,

    andy

    in reply to: Multiple Approvals Needed #6106

    AndrewPolk
    Participant

    Dennis,

    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.

    and

    Manager 2 must approve.

    and

    Manager 3 must approve.

    and

    Manager 4 must approve.

    and

    Manager 5 must approve.

    and

    Manager 6 must approve.

    and

    Manager 7 must approve.

    If this is met it goes to the directors for approval.

    Director 1 must approve.

    or

    Director 2 must approve.

    or

    Director 3 must approve.

    or

    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?

    Thanks,

    andy

    in reply to: Multiple Approvals Needed #6090

    AndrewPolk
    Participant

    Thanks Dennis,

    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.

    andy

    in reply to: Multiple Approvals Needed #6088

    AndrewPolk
    Participant

    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?

    Thanks again,

    andy

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