Summary

Approval Types are used to create approval steps on BP permits. They can be set up to notify a particular user, update the permit status, apply a fee or attach an alert code to the permit when the approval step is approved or failed.

Once an approval type is created, it can be attached to a permit on the Permit Maintenance window (BP> Maintenance> Permit> Approval tab).

Step by Step

1     View the existing Approval Type codes.

• Open the Approval Type Selection window (BP> Maintenance> Approval Type).
• This window will display all of the approval type codes created in the application.
• Highlight an approval type and press DELETE or click the Delete icon   if you would like to delete an approval type.
  • You cannot delete an approval type that is attached to an existing license.
• Press ENTER or click the Modify icon to edit an existing approval type.
• Press INSERT or click the Create icon if you would like to create a new approval type code. This will open the Approval Type Maintenance window.

2     Create a new Approval Type code.

• Enter a unique Approval Type code. Be as descriptive as possible as this is the primary way to differentiate between approval steps on the Permit Maintenance window.
  • This code can be up to 20 characters long.
• Enter an optional Description for the approval type.
  • This field can accommodate up to 60 characters.
• Specify the duration of the approval type in the Days to Expire field.
  • When the approval type is attached to a permit as an approval step, the expiration date of that approval step will be the date it is attached plus the duration specified in this field.
  • This duration must be between zero and 999 days.
• Enter any Notes for the approval type.
  • This field can accommodate up to 512 characters.
• The Notify drop-down menu is used to determine which users will be notified when an approval step on a permit requires their attention. By selecting queue, role or user, the default value set up below will be the notification recipient.
  • The Default Queue, Default Role and Default User fields are used to specify a default queue, role or user that will be notified when an approval step requires attention.
    • Queues are created and maintained on the Queue Maintenance window (BP> Maintenance> Queue).
    • Roles are created and maintained on the Role Maintenance window (SS> Security> Role).
    • Users are created and maintained on the User Maintenance window (SS> Security> User).
• The Status on Approve and Status on Fail fields are used to specify what status the permit will change to when the approval step is approved or failed.
  • Permit statuses are created and maintained on the Permit Status Maintenance window (BP> Maintenance> Permit Status).
  • These approval and fail fields are optional. Each of these values can be specified when the approval step is added to the permit.
• The Fee on Approve and Fee on Fail fields are used to apply a fee to the permit when the approval step is approved or failed.
• The Alert on Approve and Alert on Fail fields are used to attach an alert to the permit when it is approved or failed.
  • An alert code attached to the permit upon approval or failure will behave in the same manner as any other alert attached to the permit.
• Click the Save icon to save the new approval type code.