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Approving safely

The confirmation box, voids that need a manager, and why nothing is silently deleted.

Three things protect the company when people work fast.

1. The confirmation box

Before anything is approved, signed, published, sent outside or handed over, one box appears. It states the facts (who, which week, how many hours, which job), the consequence, and the button repeats the action in words, for example Approve 43.25 h. Cancel is selected by default, so pressing Enter by accident does nothing. Once done, the decision shows as a solid black box with a tick, as loud as the button that made it.

2. Voids need a manager

Undoing something approved is a void: a timesheet approval, a diary signature, a job cost from an earlier day, a variation decision, an issued claim, a bill, or someone else's shared link.

  1. Press the void button on the record (Void approval, Signed by mistake?, Remove).
  2. Write the reason. It is required.
  3. With the permission Authorise voids it is done at once. Otherwise the request goes to the managers and the record stays valid until one decides.
  4. The manager opens Approvals, reads what, who and why, and presses Authorise or Decline (with a reason).
  5. You get the answer in your Inbox.

3. The document log

Every important document leaves a line that cannot be changed. See Records and safety.

Why it works this way. Nothing important disappears: the request, the reason and the decision stay on record with who and when.