If Placement Approval is activated, any Placement that has been validated will require approval.
This step-by-step guide will need to be followed by the Approver.
First, navigate to the Placement record which requires approval. The status of the Placement will be Awaiting Approval.
Click on Related and Activities, where you will find the open Approval activity. Click on the Subject link to open the Approval activity.
The Placement Approval activity record will open with information about the Placement for easy review.
Once reviewed, the Manager will click on Accept or Reject.
Accepting the Approval: The Placement is Approved and will move into Awaiting Paperwork status.
Rejecting the Approval: The Placement will move back to Pending, expecting the Consultant to make changes and re-validate for Approval.