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How do I manage Approval Level?

Table of Contents :

How do I add an Approval Level?

1. Login to your account using the username and password provided.
2. Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab.

3. Select Client from list. It will load data into grid.
4. Click on ADD button.
5. Select Approval level and Enter Description.
6. Select Status from list.
7. Tick the tick box for which you want to give permission.
Note: For e.g, we have given permission for Edit Live Authorisations as shown in image.
8. Click on SAVE button.

How do I edit an Approval Level?

1. Login to your account using the username and password provided.
2. Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab.
3. Select Client from list. It will load data into grid.
4. Select the record that you want to edit.
5. Click on EDIT button.
6. Select Approval level and Enter Description.
7. Select Status from list.
8. Tick the tick box for which you want to give permission.
Note: For e.g, we have given permission for Edit Live Authorisations as shown in image.
9. Click on SAVE button.

How do I delete an Approval Level?

1. Login to your account using the username and password provided.
2. Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab.
3. Select Client from list. It will load data into grid.
4. Select the record that you want to delete.
5. Click on DELETE button.
6. It will show you Pop up message. Click on OK button.
7. It will show you Pop up message. Click on OK button.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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