This guide explains how to enable and use the Allow Multiple Approvals from Dashboard feature. This functionality is especially useful for users who regularly handle several CAPEX approvals and want a faster, more efficient workflow.
1. Enabling Multiple Approvals
Before users can approve multiple requests at once, this feature must be enabled at the account level.
Step 1 — Go to Additional Settings
- Navigate to Additional Settings in your application.
- Locate the setting: Allow Multiple Approvals from Dashboard.
- Ensure this option is enabled.
2. Assigning Permission to a User
After enabling the feature globally, you must grant access to specific users through Module Permissions.
Step 2 — Open User Management
- Go to User Management.
- Open Module Permission for the user you want to grant access to.
Step 3 — Grant Access
- Scroll down to the Capital Acquisition Request permission group.
- Find Allow Multiple Approvals from Dashboard.
- Set the permission to Full Control.
- Click Save Permission to apply changes.
3. Using Multiple Approvals on the Dashboard
Once configured, users with permission can start approving multiple requests from their dashboard.
Dashboard View
- Users will see all pending CAPEX items under the first view on the dashboard.
- Requests requiring approval will now show a checkbox.
- Requests where the user is only a recommender will not show a checkbox.
4. Approving Multiple Requests
Step 4 — Select Requests
- The user can select one or several CAPEX requests using the checkboxes.
Step 5 — Approve All Selected
- After selecting items, a button labeled Approve All Selected will appear.
- Clicking it will display a confirmation message:
“You’re about to approve this request. Do you want to proceed? This operation cannot be undone.”
- Click OK to approve all selected requests automatically.
5. Additional Notes
- This feature is especially useful when approving multiple CAPEX requests for the same asset or handling repetitive submissions.
- If a user wants to review details before approving:
- They can click the small icon to open the CAPEX Approval panel.
- Approval can also be performed from there.
