Process Approval Instructions
1. Submitter Application
(1) Employee accesses the "Leave System" through the link, fills in required information and submits. After filling out the form, process approval is triggered.
(2) After submission, submitter can check the submission record using the email address provided when filling out the form.
2. Approver (Department Leader) Approval
Approver receives approval email notification and can view application details and approve.
Click "Approve Now" in the email and complete verification to enter the approval page.
Approval page displays current form's pending approval data, can click top-right corner to switch projects and approve other project data.
Approver can set do-not-disturb message reminders with different frequency times.
Click view button to see detailed data and make approval decision. Default status is pending approval, after approval completion status updates to approved.
For multiple collaborator OR-sign or AND-sign, approval details will show approval progress. For OR-sign, only one person needs to approve to move to next step. For AND-sign, all people must approve before moving forward.
3. Approver (HR) Approval
After previous level approver approves, routes to next node for approval, collaboration method is selecting specified approvers. After routing, corresponding approver will receive email notification.
4. Submitter Receives Approval Result Notification
After approver processes approval data, routes to submitter, submitter receives email notification, clicks to view approval result, after verification can view detailed approval result.
Submitter views approval reply list, default status is unread, after clicking view details status updates to read.
Click modify submission button to enter modification page, after modifying submission click reply button, re-routes to approver for approval.
5. CC Recipient Receives Approval Result Notification
All process approval decisions can set CC recipients, CC recipients receive email notification, after verification can view approval data but have no operation permissions.
FAQs
Q: What is the Process Approval workflow in SurveyMars?
A: The Process Approval workflow is a multi-step approval system that routes submissions through different levels of approvers. It includes submitter application, department leader approval, HR approval, and result notifications to all parties involved.
Q: How does a submitter start the approval process?
A: The submitter accesses the system through a link, fills in required information, and submits the form. After submission, the process approval is automatically triggered, and they can check submission records using their email address.
Q: How do approvers receive approval requests?
A: Approvers receive email notifications with approval requests. They can click "Approve Now" in the email, complete verification, and enter the approval page to review and process submissions.
Q: What are OR-sign and AND-sign collaboration methods?
A: OR-sign means only one person needs to approve to move to the next step, while AND-sign requires all designated people to approve before the process can continue. The approval details show the progress for both methods.
Q: How do approvers manage multiple projects?
A: Approvers can click the top-right corner to switch between different projects and approve data from various projects. This allows them to manage multiple approval workflows efficiently.
Q: Can approvers set do-not-disturb reminders?
A: Yes, approvers can set do-not-disturb message reminders with different frequency times. This helps manage their notification preferences and workflow interruptions.
Q: What happens after an approval is completed?
A: After approval completion, the status updates from "pending approval" to "approved," and the submission routes to the next approval node or back to the submitter with the final result.
Q: How do submitters receive approval results?
A: Submitters receive email notifications with approval results. They can click to view the results, and after verification, they can see detailed approval information and any required actions.
Q: Can submitters modify their submissions after approval?
A: Yes, submitters can click the modify submission button to enter the modification page. After modifying, they click reply to re-route the submission to approvers for review.
Q: What is the role of CC recipients in the approval process?
A: CC recipients receive email notifications about all process approval decisions. They can view approval data after verification but have no operation permissions - they are kept informed but cannot take action.
Q: How does the approval status tracking work?
A: The system tracks approval status throughout the workflow. Default status is "pending approval," which updates to "approved" after completion. Submitters can view unread/read status in their approval reply list.
