Approval Form
Approval form isSetting that defines the types (forms) of approval requests coming from the linked serviceIt is. Take the original forms created by SOFTCAMP for each service and adjust them to fit the company policy.
Menu Location: Management Center > Admin Page > Approval Service > Approval Form
⚠️ Approval Service Menu Display Conditions
설정 > 사용설정of승인서비스 사용여부a**Use (ON)**It is displayed only in case of.
**What is an approval form?**It is a framework that combines what service and what request it is, what items to display on the approval request screen, when it expires, and how long to retain it.
메일 반출 요청(SHIELD Mail),드라이브 파일 반입 요청(SHIELD Drive) is a payment form for each. (In the planning and API documentation,CategoryIt is represented as.)
Getting Started — Importing Approval Form
When you first open the approval service, the list is empty and가져온 결재 양식이 없습니다.A guide will be displayed. You must obtain the form to receive an approval request for that service.
- Top left
[⊕ 결재 양식 가져오기]Click. 결재 양식 가져오기Checking the form to be used in the window. Multiple items can be selected at once, and the header checkbox selects all.[가져오기]Click on it. At the bottom,결재 양식 가져오기 완료A guide will be displayed and added to the list.
⚠️ **The imported form is registered in an inactive state.**After checking and modifying the template and retention period according to company policy,
결재 양식 활성 여부to turn on, an actual approval request will be generated.
💡 If the required form is not in the listThis is a form that SOFTCAMP has not yet distributed or has discontinued distribution. Please contact the person in charge.
Screen Composition
Search
Search the list using the 4 dropdowns in the upper left corner.
| Filter | Explanation |
|---|---|
| name | Approval Form Name |
| code | Code used as a document number prefix |
| Service | Service to which the form belongs |
| Approval Form Activation Status | Active / Inactive |
top rightTotal Countis displayed, and reloads the list with the refresh button.
List
| column | Explanation |
|---|---|
| name | Approval form name. Click to open the detailed screen on the right. |
| code | Prefix of the document number. For example:MAIL_EXPORT |
| Service | For example)SHIELD Mail |
| Request Expiration Period | Duration until the approval request is processed as expired |
| Processing After Expiration | Automatic Processing Method for Expired Requests |
| Preservation period | The period for storing requests that have completed approval |
| Approval Form Activation Status | Toggle. You can turn it on and off directly from the list. |
| Modified Date | Last modified date and time |
Approval Form Settings
Clicking on a name in the list will open the detailed screen on the right. The range of modifications available varies by item.
| division | Correction |
|---|---|
| Basic Information (Name · Code · Service) | view only |
| Template (Request Email Subject · Request Content) | editable |
| Expiration · Retention Policy | editable |
| Processing on Partial Approval | editable |
| Approval Form Activation Status | editable |
| Input fields | Not displayed (defined by SOFTCAMP) |
Basic Information
| item | Explanation |
|---|---|
| name | Approval form name. For example:메일 반출 요청 |
| code | Document number prefix. For example)MAIL_EXPORT |
| Service | Service to which the form belongs. e.g.SHIELD Mail |
All three items are values set by SOFTCAMP and cannot be changed by the company.
template
Automatically filled when a request for approval is createdTitleandContentSets the format of __PH_0__.
| item | Applicable Locations |
|---|---|
| Request Email Subject | Approval Request Email Subject, Document Title |
| Request details | Reason for Approval Request |
/Insert item
If you only use fixed phrases, the titles of all requests will become the same. The values that change for each request (sender, email subject, etc.) are/ Enter it.
- Place the cursor where you want to insert the value.
/Enter. - Available items are displayed in a dropdown.
- When you click on the desired item, it will be placed at that location.Korean name 그대로It will be inserted.
- When the approval request is created, that position isAutomatic substitution with actual valuesIt works.
example — 메일 반출 요청form
| Input Template | Phrase that is actually created |
|---|---|
[승인 요청] /발신자 님의 메일 반출 승인 요청 | [승인 요청] 홍길동 님의 메일 반출 승인 요청 |
/발신자 님이 /메일 제목 메일을 반출 요청했습니다. | 홍길동 님이 3분기 실적 보고 메일을 반출 요청했습니다. |
Available Items
The items that appear in the dropdown areInput fields defined in that approval formIt is. It varies by form, and SOFTCAMP defines it according to the linked service.
메일 반출 요청Example of a form:
| item | substituted value |
|---|---|
| Email Subject | Subject of the email to be exported |
| Email content | Email body |
| Sender | Sender of the email |
| Recipient number | Number of recipients |
⚠️ **Only the selected item from the dropdown will be replaced.**If you type the item name directly, it will remain as is. Be sure to
/Select from the list by entering __PH_0__.
⚠️ **If there is no value, it will be filled with a blank.**In requests where the service does not pass that value, the corresponding place may be empty, which can make the sentence awkward. To avoid breaking the sentence, please write the surrounding phrases together.
Expiration · Retention Policy
Decides how long to keep documents that are left unprocessed or documents that have been processed.
| item | Explanation |
|---|---|
| Request Expiration Period | The period until the approval request is processed as expired. For example:14일 |
| Processing After Expiration | How to handle expired requests.자동 반려 · 자동 취소 · 자동 승인 |
| Preservation period | The period for storing approved requests after the approval is completed. For example:5년 |
| Processing After Expiration | Action |
|---|---|
| Automatic Return | Termination upon expiration. The requester must resubmit. |
| Automatic Cancellation | Cancel the request itself at the expiration time. |
| Automatic Approval | Ends with approval at the expiration point. It passes even if the approver does not process it. |
⚠️
자동 승인**Please choose carefully.**Requests that have not been reviewed by anyone will pass simply due to the passage of time. It is not recommended for requests that carry risks, such as export and import.
⚠️ **Policy changes are not retroactive.**The expiration and retention values are copied to the document at the time the approval request is created. Changes to the policy do not apply to requests that have already been created, but will apply to requests created thereafter.
Processing on Partial Approval
Among the requested items by the approverApprove some and reject the restWhen it is done, it determines how to conclude the entire request.
| value | result |
|---|---|
| Approval Processing | Only reflect the approved items and requests.Approvalto conclusion |
| Return processing | If there is at least one companion, the entire request will becompanionEnd of |
For example, a mail export request that has been approved by only 2 out of 3 recipients,승인 처리sent only to 2 people and반려 처리It will not be sent.
💡 If this item is not visibleThis is the case where there are no items that can be approved or rejected on an item-by-item basis in the corresponding approval form. Since partial approval is not established, the settings are not displayed.
Approval Form Activation Status
This toggle determines whether to receive approval requests in this format. It can be turned on and off from both the detail view and the list view.
| status | Action |
|---|---|
| Active (ON) | Approval requests of this type are created in the linked service. |
| Inactive (OFF) | This type of approval request is not created. |
⚠️ **Even if you change to inactive, ongoing requests will continue as is.**Requests that have already been submitted can be approved and viewed normally, and only new creations are blocked.
save
After modification, below[저장]Click.[닫기]If you click, changes will not be saved. If you save,수정된 날짜is updated.
Relationship with SOFTCAMP Original Form
The approval form is the original created by SOFTCAMP.copyingIt is a structure. After acquisition, the company retains it independently.
| division | Determining Subject |
|---|---|
| Name · Code · Service | SOFTCAMP |
| Input Items (Items to be displayed on the Approval Request Screen) | SOFTCAMP |
| Template (Request Email Subject · Request Content) | company |
| Expiration · Retention Policy | company |
| Processing on Partial Approval | company |
| Approval Form Activation Status | company |
⚠️ **After being imported, changes to the original will not be reflected.**Even if SOFTCAMP modifies the original form, changes will not be applied to the forms that have already been retrieved. If reflection is needed, please contact the SOFTCAMP representative.
💡 Caution
- It is inactive immediately after being retrieved.— Check and modify the template and retention period, then change it to active.
- Template items must be
/Select.— The name entered directly is not replaced. - Processing After Expiration
자동 승인is cautious— Approval will be granted solely based on the passage of time without review. - Policy changes will take effect from subsequent requests.— Existing requests will not change.
- The original template changes are not automatically reflected.— After acquisition, the company retains it independently.
Related Features
- FAQ: Frequently Asked Questions about the Approval Form
- Approval Service Settings: Setting the Approval Service Usage 여부
- Approval Line: Group·Basic Approval Line Registration and Personal Approval Line Management
- All Approved: Company-wide approval request inquiry and proxy approval
- Log Management: Approval Form Change History Check