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Overview Tracker Pro and Enterprise tiers only Placement Approvals lets you set a workflow where placements and extensions must meet set criteria (mandatory fields) and then be authorised, in one or...
Overview Tracker Pro & Enterprise Tiers. When Placement Approvals is enabled, the Placement Approval block on a placement record lists everything that must be complete before the placement can be se...
Overview Tracker Pro & Enterprise Tiers When Placement Approvals is on, a placement cannot be given a working status directly. Instead you submit it for approval, choose who should approve it, and t...
Overview Tracker Pro & Enterprise tiers. When a placement is submitted for approval, each approver is sent an email with the key details, so they can see what is being approved before they log in. A...
Overview Tracker Pro & Enterprise Tiers Approval requests can be reviewed, approved or rejected from the email, from the Placement Approval Requests block on the Job and Placement records, or from T...
Overview Tracker Pro & Enterprise Tiers When Placement Approvals is on, an extension of any type follows the same approval workflow as a placement. The extension record is only created once it has b...
Overview Tracker Pro and Enterprise tiers. When a placement is submitted for approval, any Assignment/Project record linked to it can be locked automatically. The lock is removed when the placement ...