Coeus Lite - Proposals
Once a proposal has been reviewed by the designated Approver in specific Sequence Stop, it is necessary to approve the record in order for it to move to the next level. There are two methods that may be used to start the approval.
Approve from the Route Map
1. Approver must be in the Routing and Approval screen
2. Click "Approve" in the upper left navigation menu
3. The Approval window will open to complete approval
Approve from the Proposal Summary
1. Approver must be in the Routing and Approval screen
2. Click "Approve" in the upper left navigation menu
3. The Approval window will open to complete approval
Complete Approval
When giving an approval it is possible to add additional comments or attachments when appropriate. These steps are optional and not required to complete the approval process.
1. Add Comments: Comments field is free text and will allow the entry of any pertinent information. Comments may be viewed by any User who can also view the Route map.
2. Add Attachments: Any file type may be added to the approval by entering a description and clicking the "Browse" button to complete a standard browse/upload function. Once the file has been selected click "Add" to attach the file. Multiple files may be uploaded to an Approval.
3. Click "Approve". This will close the current Sequential Stop and automatically notify the next level of Approve