Who approves what?
Setup → Approval rules says, for each kind of request, whether it needs approval and who approves it, step by step.
The table shows each Document, its Route in a sentence, and an On switch.
| Document | What is approved |
|---|---|
| Monthly plan | A rep's plan for the month |
| Plan change | A change to a locked plan |
| Unplanned call | |
| Deferral | A deferral whose reason needs approval |
| Call transfer | |
| Leave | |
| New doctor | A doctor added by a rep |
| Doctor change | A change asked for on a doctor |
| Exception | A request to step outside a rule |
| Territory transfer | Moving a leaver's plan and doctors |
| Stock request, Stock reconciliation, Stock dispatch | When Gift products & samples is on |
| Activity, Grant, Activity settlement, Honorarium | When Activities is on |
A new company has one step on each, the manager one level up, with 48 hours to decide. Territory transfer goes to the Admin role. Unplanned call and Deferral start off.
Change a route
- Click the document.
- Leave Approval on.
- For each Step, pick the approver:
- Manager, and how many Levels up (1 to 3).
- Role: any admin, or a role.
- Person.
- Give the Hours to decide. A request still waiting after that is late, and the risk radar flags it (Risk radar).
- From step 2 on, you can tick Only over amount or Only unplanned, so the step applies only then.
- Add step for another; Remove takes one off.
- Set Approve on its own after (hours) if a request should pass when nobody decides.
- Save.
Deciding requests is on Approvals.