The approval function allows managers to decide what jobs are printed by Skyline and automatically keep the user informed of those decisions.

When a user completes placing an order an approval message will inform them that their order requires approval before it is passed to the print room for processing.

Any job with are orders that you have selected and the it is locked to you. If you leave the page without clicking the refresh button, the order will stay locked.  Orders with are being viewed by another approver and are locked to that user. If you select the order you will be able to view who has the order opened.

When you click OK you will be able to view the order details at the bottom of the screen. If you need to unlock the order click the Unlock button at the bottom of the window. This will assign the order to you and the other approver will no longer be able to make any changes.

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An Approver can view orders details so that they can decide to send the order to the PrintStation or reject the order. The system can be configured to allow approvers to change the following parts of the order if appropriate.

Single Level Approval

Users can be assigned to one or more approvers. However, if a user has not been assigned an approver notification of their request is passed to the default approver and any administrator by email. The users is also shown in red when viewing the list of users that can be allocated to approvers. If there are no default approvers then all the approvers with administrative rights will receive an email stating that a user "has placed an order but they do not have an approver allocated to them. Please allocate an approver to this user". For more information see the section on assigning users to approvers.

In some cases you might have users that will not require their orders to be approved. You can make the user exempt so that any orders they place are passed directly to the PrintStation in the print room. For more information see the section on assigning users to approvers.

 

Two Level Approval

If you use a two level approval process any job that has been approved is then passed to a level 2 approver and not the print room. If the level 2 approver approves the job, then it is passed to the print room.

Any user that is exempt will still be able to place an order which will pass directly to the PrintStation in the print room. Any Default Approver or Administrator will still receive notification of any orders placed by users which have not been assigned to an approver.

To help approvers decide whether an order should be passed to the PrintStation the system can be configured to allow them to download the associated PDF.

Anyone assigned the role of Approver will be able to see details of the jobs and then decide whether to pass the order to the PrintStation. Skyline will automatically send an email to the person who placed the order to confirm that their document has been approved or rejected. The wording of all automated email messages can be changed to suit your requirements.

If approval is being used the user's will see notification when they place an order that the document will not be printed until the request is approved or rejected. The wording is can be altered, for more information see Configuring Checkout Message

If you have been assigned the role of Approver you will see an Approval tab. You will need to decide what jobs are sent for processing further by either being sent to the PrintStation or to a second level approver. Jobs can also be rejected. All the orders that have been placed are listed on the Approval web page. Details of the selected order are shown at the bottom of the screen. The price shown does not include any shipping costs. If there is no PDF icon showing the option to view the PDF's needs to be enabled.

If an order is placed which contains a zip file you are able to open the zip file and view the document before approving or rejecting the order. To open the zip file double click .

If an order is placed for a paper original document the preview image is shown as a stack of paper. You will be unable to view the document.