Skip to main content

Document Management - What should be done if there is a passive position in the approval matrix of the document at the approval stage?

  1. In the document module, flows proceed on a position basis. When there is a change in the positions you have added to the authorization, distribution, approval matrices, when there is a replacement or when it needs to be changed, you need to use the position code switcher menu. After the owner finds the vacant position, you should transfer the remaining work in this position. To do this, make a note of the position code of the person to whom you will transfer the jobs without SAT--Definitions--Position Definition. Then, from the SAT--Config--Position Code Changer, write and save the code to which the jobs will be delegated instead of the new code that is idle instead of the old code. In this way, transactions such as document control, approval, authorization distribution matrix in the vacant position will be transferred to the new person. (This process applies to the document module.)

  2. The Document Module Module Manager can select the relevant document from the Reports > Pending Approval Document List, remove the position in the approval matrix with the change approval matrix button at the top right, add another approver in its place and rearrange the approval sequence. (When this process is done, the approval process will go to all approvers from the beginning.)

  3. The Module Manager can select the relevant document from the Reports > Pending Approval List and approve the document instead of the user who has left the job with the view button at the top right. (The approver will appear as the module administrator.)