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  1. Click the button "+ Add new Record".
  2. Description: Give the profile a unique name. You can define the description based on the number of approval needed. 
    • Example of the Description: Top Level, Supervisor Level, Manager Level, Low level. Expensive Items. You can name it based on the item category.
  3. Set the item amount and the PO amount of the profile created.Set the No. of approval, if the profile you created requires 1,2 or 3 approval.
  4. Click Submit when done.


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These profiles will appear in the Employee program. So you can define each employee's profile.

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To Edit

  1. Click the "edit" icon and start editing the data.
  2. Click "submit" when done.
  3. Click "Cancel" if you don't want to make any changes.


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To Delete (deactivate)

  1. Select the description that you want to deactivate, click the "deactivate" button.
  2. Are you sure you want to de-activate this record?
  3. Click "OK".


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To Re-activate

  1. UN-tick the box “hide inactive” to show the inactive records.
  2. Select the data that you want to re-activate, click the "re-activate" button.
  3. Are you sure you want to re-activate this record?
  4. Click "OK".


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