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Multi Approval Process The App for O365 MULTI APPROVAL PROCESS User – Administrator guides Version 2.0 https://ltaddins.com +84 946 579 539 [email protected] The App for O365 MENU Overview ...................................................................................................................................................... 4 User guides ................................................................................................................................................. 9 Submit a request .................................................................................................................................... 9 Approve/Reject a request ..................................................................................................................... 9 Cancel the request ............................................................................................................................... 10 View my request ................................................................................................................................... 11 View My tasks ....................................................................................................................................... 11 View all completed requests ............................................................................................................... 11 View all rejected requests ................................................................................................................... 12 View all approved requests ................................................................................................................. 12 View all requests of all employees .................................................................................................... 12 Search the requests ............................................................................................................................. 13 Show the report & export to work, excel or pdf file ......................................................................... 13 Configuration guides ................................................................................................................................ 14 Setup a new approval process ........................................................................................................... 14 Create a new approval process ..................................................................................................... 14 Set up the request form ................................................................................................................... 14 Set up the workflow for the new approval process ..................................................................... 15 Set up the Extend grid ..................................................................................................................... 19 Set up the format of auto number, name of the approval process, attachment ..................... 20 Set up pages ......................................................................................................................................... 20 Create a new field & add this field to the approval process........................................................... 21 Update the existing field ...................................................................................................................... 23 Set up the manager of the user or the department ......................................................................... 23 Set up the manager of the user...................................................................................................... 23 Set up the manager of the department ......................................................................................... 24 Set up the permission .......................................................................................................................... 24 Customize the left menu ..................................................................................................................... 27 General configurations (Datetime format, delete the request, …) ................................................ 28 Change the app title & icon ............................................................................................................. 28 Set up the all users display in the Requester dropdown (All requests, reports, search pages) ................................................................................................................................................ 28 https://ltaddins.com +84 946 579 539 [email protected] The App for O365 Set up the user who can delete the completed request ............................................................. 29 Set up the datetime format.............................................................................................................. 29 https://ltaddins.com +84 946 579 539 [email protected] The App for O365 Multi Approval Process for SharePoint Request, track, approval and manage the requested. Easy to use, configuration and very flexible Overview The Multi Approval Process is the add-in in SharePoint, Microsoft Team & Microsoft Outlook. It supports the organization create a lot of approval systems without coding. It allows create unlimited approval systems, unlimited workflows, change anything in the system for consistent with your organization. End users easy to create & manage the request. It provides all information to help the manager makes the approval. It is also a SharePoint Hosted add-in, all data of the add-in saves on your SharePoint site. Very easy to use, configuration. Currently the add-in has 4 default approval systems 1. Recruitment Request: Finding and hiring the best and most qualified candidate for a job opening, in a timely and cost-effective manner o Workflow https://ltaddins.com +84 946 579 539 [email protected] The App for O365 o Layout 2. Overtime Request: Supports users to request overtime in the organization o Workflow https://ltaddins.com +84 946 579 539 [email protected] The App for O365 o Layout 3. Travel Request: Handling of the request and approval process of business trips o Workflow https://ltaddins.com +84 946 579 539 [email protected] The App for O365 o Layout 4. Help Desk Request: Resolve end-user issues efficiently by simply automating complaint resolution process with ticket management o Workflow https://ltaddins.com +84 946 579 539 [email protected] The App for O365 o Layout https://ltaddins.com +84 946 579 539 [email protected] The App for O365 User guides Submit a request 1. Open the app, click the home or my request link in left menu 2. Click the button Submit a request, then select the request type that wants to submit 3. Input all fields & click the Request button Approve/Reject a request 1. Open the app, click the home or my task link in left menu 2. Click the link in the ID column to open the form 3. When the request form appears, review all information & click the Approve or Reject button a. Click the View tab to know the main info b. Click the Information Process tab to know the history of process c. Click the Attach Files to see the files https://ltaddins.com +84 946 579 539 [email protected] The App for O365 4. To quick Approve/Reject the request without open the request form. Click the button Approve/Reject button at right of the table 5. To approve/reject multi requests a. Select the request you want to approve/reject but check the checkbox. If you want to select all requests, click the check at header of table b. Then click the Approve All/Reject All Cancel the request 1. Open the app, click the home or my request link in left menu 2. Click the delete icon at right of the table https://ltaddins.com +84 946 579 539 [email protected] The App for O365 View my request 1. Open the app, click the home or my request link in left menu 2. Click the link in the ID column to view detail of the request 3. Click the Status field at right top to filter requests by status 4. If want to use the search function, use the search textbox View My tasks 1. Open the app, click the home or my task link in left menu 2. If want to use the search function, use the search textbox at right top of the table View all completed requests 1. Open the app, click the completed link in left menu 2. If want to use the search function, use the search textbox at right top of the table https://ltaddins.com +84 946 579 539 [email protected] The App for O365 View all rejected requests 1. Open the app, click the Rejected link in left menu 2. If want to use the search function, use the search textbox at right top of the table View all approved requests 1. Open the app, click the My Approval link in left menu 2. If want to use the search function, use the search textbox at right top of the table View all requests of all employees 1. Open the app, click the All Requests link in left menu 2. Select the requester field for filter requests by requester 3. Select the status field for filter requests by status https://ltaddins.com +84 946 579 539 [email protected] The App for O365 Search the requests 1. Open the app, click the Search link in left menu 2. Select filters & click the Search button Show the report & export to work, excel or pdf file 1. Open the app, click the Report link in left menu 2. Select filters & click the report button 3. Click icons at right top to export the work, excel or pdf file https://ltaddins.com +84 946 579 539 [email protected]
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