LG7-64: Approval Classifications

All Sunrise approvals require an approval verdict. Approval classifications allows the user to select one or more pre-defined reasons to support their verdict.

Approval Classifications can be administered by a user belonging to a User Role with the Domain Admin security level.

To view Approval Classifications, click the Admin button  from the Navigation Bar to display the admin menu. Then click Glossaries --> Approval Classification

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Existing Approval Classifications for your Domain are listed, showing the Name and Creation Date. The Verdict identifies the associated verdict the user must provide when completing an approval to be able to select that classification.

 

Create a New Approval Classification

  1. Navigate to the Approval Classification list (Admin --> Glossaries --> Approval Classification)
  2. Click +Create New Classification

  1. Enter a Classification Name
  2. Click Save

 

  1.  Assign the classification to an approval verdict. This determines which approval verdict must be select in order for the classification to be visible for selection. Use the ctrl/shift keys on the keyboard to assign to more than one verdict.
  2. Enter your password for security reasons and click the Create Classification button

 

Edit a Classification

  1. Within the list of classifications, click the Edit button for the classification that needs to be amended

  1. Edit the Classification Name as required and click Save (or click Cancel from the drop list as shown below)

  1. If required, amend the verdict to which the classification is associated to
  2. Click one of the following buttons:
    • Rename Classification and Approvals - this will rename the classification for any future approvals and also update completed approvals with the amendment where the classification had been previously selected
    • Rename Classification - this will rename the classification for any future approvals only. Any use of this classification on completed approvals will not be amended.

 

 

Delete a Classification

  1. Navigate to the Approval Classification list (Admin --> Glossaries --> Approval Classification)
  2. Click the drop down list on the Edit button for the classification that needs to be deleted
  3. Click Delete

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