To check the approvers for your Project Commencements:
Log into FocalPoint Administrator.
Click System Options, Project Management, Job Commencement
On the Approval tab, check the Approval Type is set to N Level or this article will not apply. This will display the stages of approval for your Project Commencements.
Select the stage you wish to view.
Click Edit.
There are four tabs described below:
Approval Stage: The core approval. This decides who approves the transaction, what happens when it is approved, and what happens if it it rejected. this tab also contains additional options depending on the approval type you have set.
Alerts: This contains any alerts that will be sent out during the approval process. Alerts are emails that will be sent by FocalPoint during the approval process (for example an alert may be sent to the approver to advise that they have something to approve.
Pre-Stage Rules: These are rules that are designed to check something specific within the transaction and then act on that information. For example, a rule could be configured to check a specific field for certain information and then re-route the transactions base don whether that information is true of false. For a pre-stage rule this check happens before the approver actually sees the transaction.
Post-Stage Rules: These work the same way as pre-stage rules, however, for post stage rules, the rule is checked after the approver has approved.
This information should help you establish how FocalPoint is routing your Project Commencements for approval.
If changes are needed, please discuss them with your team and the FocalPoint Administrator.