General tab

The General tab displays the essential information about the Approval Stage. The information is organized in the following sections:

Upper unnamed section - displays the name of the approval stage, the object to be approved, its requester and a description of the Approval Stage. When the Object field is filled out, you can view its details by clicking the hyperlinked field label. The object record will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab..

Categorization section - shows the type and category of the Approval Stage. The lists of types and categories are configured by your Alloy Navigator administrator.

Settings section- includes the common settings for all approvers of the task:

Approval Group - specifies the group name for all the approvers involved in the approval process.

Approval Start Time - specifies the time when the approval process starts.

Approval Deadline - specifies the target time when the approval process must be completed.

Single Vote Timeframe - specifies the time limit for approving the request by a single voter.

Minimum Vote Percentage - specifies the minimum percentage of the listed voters required to approve the request.

Approval Requests section - contains the list of assigned Approval Requests. Each item in this grid corresponds to a single request. The request can be assigned to a single nominated approver or to the approval group.

The Module menu in the Approval Requests section contains the following commands:

New - adds a new Approval Request.

Actions - contains the workflow actions available for the approval selected in the list.

To view an Approval Request, double-click it in the list. The Preview window appears. To open it, click the Edit icon in the Preview window. To open an Approval Request without previewing, right-click the Approval Request, and then click Open.

This tab may also display various user-defined fields in an additional section if your Alloy Navigator administrator has configured them accordingly. The default name of this section is "Custom Data", although your Alloy Navigator administrator may have renamed this section.

NOTE: User-defined fields can appear also on the Custom Data tab (this is the default name of the tab; it can be renamed by your Alloy Navigator administrator).