How to set up dual approval

Release version: 5.33

For payments with higher security clients, you can set up a mandatory approval process. When applied, payments must be approved by an A Officer or two A Officers. For example, a transaction submitted by a B Officer must be approved by an A Officer.

• If you are a B Officer, then an A Officer must approve your transactions in the Unposted transactions list, under Waiting for Approval. A B Officer can only approve their own submitted transactions if the Can approve transactions checkbox is selected (see below) in the Employee role properties.
• If you are an A Officer, you may approve a transaction submitted by a B Officer. This will move the transaction to the Waiting for Second Approval section. Only another A Officer may approve that transaction.
• However, an A or B Officer may not approve their own payment. The user who submits the transaction is not able to approve their own transaction unless the Can approve own transactions workflow right is selected.

 This is not connected to the payment approval process. A manager can approve the payment if their role has the right to do so. This manager may or may not need to also be an A Officer or B Officer.

To set up dual approval

1. In the Primacy Workplace folder, verify that the Primacy.Workplace.TransactionApprovalService.FNB.dll file is included.

2. Set the value of PrimacyCommon.Configuration.CustomTransactionApprovalAssembly to the name of the DLL.
   
   UPDATE Configuration
   SET CustomTransactionApprovalAssembly = 'Primacy.Workplace.TransactionApprovalService.FNB'
   WHERE Configuration = [Configuratiion ID of the database]

3. Restart and re-launch Primacy Workplace.

To set up workflow rights

Enabling these workflow rights will allow the user with the corresponding Employee role to approve transactions. It will also prevent the system from automatically approving transactions.

1. Click Settings > Lists > Organization setup > Employee roles.
2. Locate and double-click the employee role you wish to work with. You may also right-click the role and select Properties.
3. Click the Workflow rights tab.
4. Click the Can approve transactions checkbox.
5. De-select the Transactions submitted are automatically approved checkbox. This will ensure that automatic approvals are turned off and the dual approval process can be completed.
   
   
   
   
6. Click Save and close.

To set up employee roles as an A Officer or B Officer

1. Click Settings > Lists > Organization setup > Employees.
2. Locate and double-click the employee you would like to enable. You may also right-click the employee and select Properties.
3. Click the Information tab > Details.
4. Under Approval authority, in the Role dropdown, select either A Officer or B Officer.
   
   
5. Click Save or Save and close.

To enable the new transaction forms

The dual approval process only works with the new transaction forms.

1. Click Settings > Lists > Application configuration > Transaction types.
2. Locate and double-click the transaction type you wish to modify. You may also right-click the transaction type and select Properties.
3. Under Options, click the Use new transaction forms checkbox.
   
   
   
   
4. Click Save and close.