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Approval Line

Approval line isMenu for managing approvers to send approval requests by payment type for each serviceIt is. Administrators can register approval lines at the group or company level and can manage the personal approval lines of specific users on their behalf if necessary.

Menu Location: Management Center > Admin Page > Approval Service > Approval Line

⚠️ Approval Service Menu Display Conditions 설정 > 사용설정of승인서비스 사용여부a**Use (ON)**It is displayed only in case of.

**What is a approval line?**This is a pre-defined setting for who to send the approval request to when it occurs. There are three types: individual, group, and default, and each is designated for each type of service approval.

Screen Composition​

The approval line screen is composed of 3 tabs.

tabTarget ApplicationRegistration Subject
Personal Approval LineUser PersonalUser himself/herself (can be registered/modified by an administrator)
Group Approval LineGroup (Representative Group) Associated UsersAdministrator
Basic Approval LineCompany-wideAdministrator

next to each tab titleⓘClicking the icon will open a guide slide explaining the composition of the approval line and the order of application.

Types of Approval Lines and Application Order​

Types of Approval Lines​

TypeExplanationRegistration Unit
Personal Approval LineApproval line where users can directly designate approvers by service and payment type.User × Payment Type
Group Approval LineThe approval line where the administrator registers approvers by group. User'sRepresentative Groupbased onGroup × Approval Type
Basic Approval LineApproval line applied by the administrator across the entire company. Applied when there is no group approval line.Company × Approval Type
  • By approval type**There can only be one approver.**You can register.
  • Personal approval line is개인 결재선 사용this**Use (ON)**It is only registered and applied in the case of.

Application Order​

When an approval request is created, the approval line is found and applied in the following order. If there is no approval line for the higher rank, it moves on to the next rank.

Use of Personal Approval LineApplication Order
Use (ON)1st priority personal approval line → 2nd priority group approval line → 3rd priority basic approval line
Not in use (OFF)1st priority group approval line → 2nd priority basic approval line

⚠️ If there are no approval lines to apply, the approval request isRequest PendingWaiting in status. Applicable to the entire company.**Register the basic approval line first.**By doing so, you can minimize the occurrence of request holds.

  1. Basic Approval LineRegister at least one case per service. (Prevent request hold)
  2. If the approval flow differs by departmentGroup Approval Lineadds.
  3. After establishing company policyUse of Personal Approval LineDecides whether.

Setting Up Personal Approval Line​

개인 결재선Set whether to use the individual approval line for the entire company at the top of the tab. Switch with the toggle on the right.

SettingsAction
Use (ON)Users can register or modify their personal approval line. The personal approval line is applied first.
Not in use (OFF)Users cannot register or modify personal approval lines. Already registered personal approval lines will not be applied.

How to Set Up

  1. 개인 결재선Moving to the tab.
  2. Click the toggle on the right side of the top notification area.
  3. The transition result notification will be displayed at the bottom of the screen.

Points to note

  • This setting isOptions applicable to the entire companyIt cannot be specified differently by approval type.
  • **Not in use (OFF)When switched to __PH_0__, the personal approval line list is displayed in an inactive state, and the registered values are not deleted but retained. AgainUse (ON)**If you revert, it will be applied as is.

💡 Which one should we choose?Group · Basic Approval Line for Company Approval FlowControlTo disable, set to Off (OFF). To allow the user to select the approver according to their work, set to On (ON).

⚠️ **Make sure to check before switching to Off.**If you turn it off without a group or basic approval line, the means for the user to specify the approval line disappears, causing approval requests to continue to pile up in pending requests.**Register the group and basic approval line first.**Switch.

Personal Approval Line​

View the individual approval lines by user, and the administrator registers or modifies them on behalf of the user. This is used when acting on behalf of users such as the CEO or executives who do not set it up themselves.

List​

columnExplanation
UserName · Email
Representative GroupUser's representative group
Approval Line StatusApproval line not specified / Partially specified / Fully specified
Modified DateLast modified date and time. If unspecified,-
  • Top left사용자Searching with a dropdown.
  • top rightTotal Countis displayed, and reloads the list with the refresh button.

Inquiry and Modification Procedure​

Step 1: User Selection

  1. 개인 결재선Search for target users in the tab.
  2. When you click on a user row in the list, a detailed slide opens on the right.

Step 2: Check Approval Line

  • User Information— Name / Email / Representative Group
  • Approval Line— Selecting the service tab will display a list of payment types for that service.

Step 3: Designate/Change Approver

  1. Approval Type of[결재자 지정하기 >]Click.
  2. Search for the approver by name or email.
  3. [저장]Click.

⚠️ The changes made by the administrator areData identical to the user's own personal approval lineand will be reflected immediately. The change history records the actor as an administrator.

Group Approval Line​

Register approvers by group. User'sRepresentative GroupIt is applied based on __PH_0__, so it is used when the approval flow differs by department.

List​

columnExplanation
Group NameGroup Name
ExplanationGroup Description
Number of MembersNumber of users in the group
Approval Line StatusApproval line not specified / Partially specified / Fully specified
Modified DateLast modified date and time
  • Top left그룹 이름Searching with a dropdown.
  • top rightTotal Countis displayed, and reloads the list with the refresh button.

Registration Procedure​

Step 1: Select Group

  1. 그룹 결재선Find the group to register the approval line in the tab.
  2. When you click on the group row, a detailed slide opens on the right.
  3. Group InformationCheck if the target group matches by (name, description, number of members).

Step 2: Select Service

  1. Approval LineSelect the Service tab in the area.
  2. The list of payment types for the service is displayed.

Step 3: Specify Approver

  1. Approval Type of[결재자 지정하기 >]Click.
  2. 이름/ 이메일을 입력하세요.Enter the name or email in the search box.
  3. Select the approver from the list.
  4. Specify different payment types and different services as well.

Step 4: Save

  1. [저장]Click the button.
  2. at the bottom of the screen그룹 결재선 저장 완료Guidance will be displayed.
  3. list's결재선 상태is updated.

💡 Group is the management center그룹You can manage it from the menu. In the approval line screen, you cannot create a new group or change members.

Basic Approval Line​

This is the approval line to be applied across the entire company. It is used when there are no personal or group approval lines to be applied to the user.

Registration Procedure​

Step 1: Select Service

  1. 기본 결재선Moving to the tab.
  2. LeftApproval Target ServiceSelect a service from the list. (SHIELD Gate, SHIELD Mail, SHIELD Drive, SHIELD DRM, SDF)

Step 2: Specify Approver

  1. Type of approval displayed on the right[결재자 지정하기 >]Click.
  2. Search for the approver by name or email.

Step 3: Save

  1. bottom[저장]Click the button. It is inactive if there are no changes.

💡 **The basic approval line is the last safety device to prevent request suspension.in useRegister at least one for each service.**It is recommended to keep it.

Designate, Change, Delete Approver​

All three tabs designate approvers in the same way.

designated​

  1. Approval type item of[결재자 지정하기 >]Click.
  2. 이름/ 이메일을 입력하세요.Enter the name or email in the search box.
  3. Select an approver from the user list displayed below.
  4. [저장]Click.

Change·Delete​

designated approver결재자The name and email are displayed with a badge, and two icons appear on the right.

iconAction
pencilChange Approver — The search box will open.
⊗Delete Approver — The approval type will revert to an unspecified state.

After modification/deletion[저장]You need to click to apply.

⚠️ **The approver is fixed to a specific user.**Since the position is not automatically found in the organizational chart, when personnel transfers or resignations occur, the manager must directly update the approval line.

Approval Line Status​

list's결재선 상태The column indicates how many approvers are designated for the corresponding user or group. The standard isAll Approval Typesis.

statusmeaning
Approval line not specifiedNo approver is assigned for any approval type.
Partial specificationApproval authorities are designated only for certain approval types.
All DesignationAn approver is designated for all approval types.

💡 Partial specificationIf an approval request comes in with no approver in the status, it finds and applies the next ranked approval line (group → default). If none are available, it waits in pending status.

Operating Tips— list결재선 미지정By regularly reviewing based on the criteria, you can reduce pending requests by organizing missing groups and users.

💡 Caution​

  1. Please register the basic approval line first.
  • The most certain way to prevent request suspension.
  • It is recommended to register at least one case for each service in use.
  1. Prepare before turning off personal approval lines
  • If you turn it off without a group or basic approval line, the user has no means to resolve it on their own.
  1. Update the approval line when there is a personnel change.
  • The approver is fixed to a specific user, so it does not change automatically.
  • If there is a resignation or department transfer, please check the approval line.
  1. Change history is recorded.
  • The registration, modification, and deletion of the approval line will be logged with the actor and time.
  • Even if the administrator modifies the user's personal approval line on their behalf, the actor is classified as an administrator.