The configuration is the section where all settings, categories, and options are set up. To modify any of those, you need to have the right security access.
Note: The approval category assigns each document category or contractor to a member of the staff for approval. For example, the approver for High Risk will be the one to process documentation from the contractors who were assigned a ‘High Risk’ category.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. On the next page, go to Approval Categories section. For each of them, you can add a new item by clicking on the button above or click on
to edit an existing item.
3. If you chose to add a new approval category, fill in the name and the priority number, then click on the ‘Save’ button.
4. If you clicked on and need to update the category, edit the necessary fields and click ‘Save’ to go back to the previous page.
5. Edit the Approval Category by clicking on the
, add the Order (1), select the Staff Category (2) and click on ‘Save’ (3).
