.People - GLA Approval Tab v2019.3

GLA Approval

The 'GLA Approval' tab is used to assign the range(s) of GLAs that a Contact has access to for approving Requests. For the tab to appear the Contact must first be set to the 'User' type. When a GLA set on the 'GLA Approval' tab is used in the Request initiated in the CustomerCenter, that Worker/Contact will be notified that there is a Request that is "Pending Approval". Putting the GLA on the 'GLA Approval' tab also automatically makes the GLA require approval.

There are three components to a GLA Approval record:

• GLA - The Contact will be able to see Approvals for this specified GLA.
• Minimum Amount - Any amount requiring Approval must first meet this threshold Minimum Amount. Approvals for less then this will not need the given Contact's attention.
• Maximum Amount - Any amount above this threshold will exceed the given Contact's limit and the Contact will not be required for Approvals over the set amount.

It is possible to set a range by specifying both a Minimum and Maximum Amount in their respective fields. Any Requests that fall within the range will be made available to the Contact for Approval. If no Minimum or Maximum amount is set the Worker/Contact will always be required to Approve for the specified GLA.

1. Click the  button.
2. This will open the 'Add New GLA Component Approval' form.
   
3. Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.
4. Set the Minimum and/or Maximum Amounts.
5. Click the  button.
6. Close the form.

The GLA Approval record will be created and should be added to the grid.