When setting up an approval, there are four different approval rules.
Basic
Allows you to set up approval ranges where nominated users or roles can approve items within that range. Only one approval is required.
Example
When an order exceeds £500, it must be approved by a Chef and only requires one approval.
Multi
Similar to basic rules, but allows you to specify a minimum number of approvals required, which can be more than one.
Example
For expenses over £1,000, both the finance manager and department head must approve. At least two approvals are required.
Setting up a multi-approval rule is slightly different from setting up a basic rule. After selecting the Multi approval type, a new field will appear where you can define the required number of approvals. Enter the number, save the changes, and then add the conditions as needed.
Nominated
Designates a specific user or role for approval.
When setting up a nominated approval rule, you can only add one condition and assign one specific user or role.
Example
When an order exceeds £100.000, only the department head can approve it. The approval can only come from one nominated person.
Connected
Establishes a chain of connected approvals, where each step must be approved before moving to the next.
Example
A large purchase order needs to go through several stages: first, the manager approves it, then the finance team reviews and approves, and finally, the department head gives the final approval. Each step must be completed before moving to the next.
When adding the conditions, please make sure the range fully covers all orders that need approval.
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