2.2.1 Project Approval Configuration

Owned by Xing Guo
Last updated: May 20, 2022 by zhang shao lei (Unlicensed)
3 min read


Project Administrators can access the Project Approval Configuration through "Project Settings" > "TimeWise Approval Settings"


1. Approval Option

This option controls the entire project approve function. If this option is turned off, related functions such as auditor selection and approve workflow will be disabled for both planning and worklogging on this project's issues.

2. Approver Configuration

This option is mainly used to conifgure one-to-one preferred auditor for the plan/log submitter.

It should be noted that the plan/log submitter has three choices for approvers:

  • One-to-one preferred auditors conifgured (Priority display)
  • Jira Project Lead
  • User granted with "TimeWise Project Approver" project role

The auditor configuration list can be edited and deleted by hovering the mouse over it.

The submitter can be a user or a group or a project role:

User

        

Group

      

Project Role

Issue Type

3. Timed approve

In the Auditor Conifguration list, if the Timed Approve is turned on, the logs and plans inside submitter's issues will be automatically audited at the confligured time point.

For example, if the audit time of this record is "12 am every day", the system will scan the author's "uncommitted" and "pending review" logs and plans before 12:00 am every day, and change the status to "Audited".

Note:

  • If the auditor of this timed approve is still the auditor configured in this record, then it will be marked as "Timed Auto-approve".

The approval cycle can be configured in unit of day/week/month.


  Day

  The approval time is 12am every day.

   Week

   Any day of the week can be selected as approval time.

 

     Month

     Approval time can be anyday of the month.

     Note: If it is configured to automatically approve on the 31st day of each month, it will take no action if there is no 31st day of the month

  


4. Pending Approval Transfer

The main purpose is to transfer data that has not been approved by an approver to an delegated approver for review as shown below:

First, select the approver, delegated approver and peroid.

Notice：【Approver】The following users will be included in the drop-down options, as shown in the figure below

  • The valid approver user under the project
  • Users who are Inactive, have been deleted, or have no audit rights (there are working hours under this project that need to be audited by these users)

Then, confirm:


Eligible pending data will be displayed in the table.

To make sure mail notification works properly, mail server parameter must be set in advance.

If there is no data that meets the requirements, you can return to the previous screen and retry.

Lastly, transfer the unapproved data.