Register Approvals Per Status for a Change Type

Explanation

Use this activity to set up approval per status for a change type. Contract change orders (CCO) with such a change type will require to go through approval to be able to do individual status changes. The approval per status can be applied to the CCO in two levels. First, there will be an approval line in the Approvals tab of the CCO for the status that has been set up on the change type. Secondly, it is possible to set up the approval per status to have approval routing steps in Attachments related to each line. The approval routing steps can be set up manually, or by giving a template when setting up the approval per status, or be retrieved from the approval rules.

For more information on approval of a CCO, refer About Contract Change Management Approval.

Prerequisites

• A company should exist.
• A change type should exist.
• IFS Document Management must have been installed if you want to use Attachments to add lines for an approval routing. In this case an approval template must have been entered in Document Basic/Approval Template tab.

System Effects

• The change type is updated with information on approval per status.

Window

Contract Change Basic/Change Type/Approval Per Status

Related Window Descriptions

Contract Change Basic Data/Change Type/Approval Per Status

Procedure

1. Open the Contract Change Basic Data window.
2. Click the Change Type tab and select the change type for which the approval per status should be added.
3. Click the Approvals Per Status tab.
4. Create a new record in the table.
5. Enter an ID in the Approval ID field.
6. Enter a description in the Approval Description field.
7. Select a status in the Change Approval Status list.
8. Optionally, select the Use Approval Rule check box, i.e. if the approval for this status should be retrieved automatically according to a rule based on the financial value of the CCO. The rules are set up in the Contract Change Basic Data/Approval Rule tab.
9. Optionally, select the Automatic Approval check box, i.e. if the approval line in the Contract Change Order/Approvals tab should be automatically approved when the last approval routing step in Attachments has been approved.
10. Optionally, enter a template in the Approval Template field. This template will be the default template for approving of the current status change.


Note: It is not possible to have both the Use Approval Rule check box selected and an Approval Template entered.
11. Repeat steps 4 - 10 if approval is required for more than one status change for this change type.
12. Save the record.