As a planner, you can create, configure, and grant approval permissions to specific members of a group. With the right permissions, these members can manage absence requests as part of an absence workflow.
Planners can grant these approval permissions:
- Approve: Member must approve absence requests for the selected absence categories.
- Process: Member must process approved absence requests for the selected absence categories.
- Notify: Member receives notifications for absence requests and for absence removals for the selected absence categories.
- In the side menu, select Scheduling
.
- Select Absences and availability.
- At the top of the page, select Permissions. The Permissions management page opens.
- To create a permission, select Add permission. The Add permission page opens.
- Configure these settings:
- Recipient: Select the member who has this permission. For example, you grant the permission to Dr John. Dr. John can now use the permission in the absence workflow.
- Absence categories: Select the absence categories to which the permission applies. For example, the permission applies to vacations.
- Permitted actions: Select a permission. For example, select Approve so that Dr John can approve a vacation absence request.
- Members: Select the members to which the permission applies. For example, Dr John can approve vacation requests for these selected members.
- Select Save. The permission appears on the Permissions management page.
To grant a permission to a member (recipient) in the list, next to the member's name, select Approve, Process, or Notify.
Note: To remove a permission, clear the relevant checkbox.
- To change the permission, select
. Make your changes and then select Save.
3. Click on Save.
The new entry is listed in the Permissions management list.