Settings

Settings to be used for approvalApproval Lineand, approve on behalf in case of absenceChallengerThis is the menu for setting up. If you set it up in advance, the approval request will be automatically sent without the need to find an approver every time you perform a task that requires approval.

Menu Location: Management Center > Approval Management > Settings

**What is a approval line?**This is a setting where the person (approver) to whom the approval request is automatically sent is predetermined when performing tasks that require approval. It is common to designate a team leader, superior, or an approver with authority in the relevant work area.

**What is a challenger?**I am the person who handles the approvals I need to take care of on my behalf when I am away due to vacation or business trips.

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Screen Composition

The settings screen consists of 2 tabs.

tab	Settings Content
Approval Line	Specify the approver to send my approval request by the type of payment for the service.
Approval Delegation	Designate a challenger to handle my approval tasks during my absence.

next to the tab titleⓘClicking the icon will open detailed instructions for each function.

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Approval Line Settings

Types of Approval Lines and Application Order

There are three approval lines, and if there is no approval line at the higher rank, it moves on to the next rank.

Ranking	Approval Line	Person who sets up	Scope of Application
1	Personal Approval Line	me (this screen)	Approval request I am submitting
2	Group Approval Line	Administrator	Users belonging to my representative group
3	Basic Approval Line	Administrator	Company-wide

What I set on this screen isPersonal Approval Lineand is applied first.

💡 **Specify separately by approval type.**There are several payment types within a single service. For example, SHIELD Gate has차단 URL 접속 승인 요청and등급 해제 요청There are, and each may need to be approved by different people. Therefore, a separate approver is designated for each approval type.

Approval Line Screen Configuration

결재선When you access the tab, the following screen is displayed.

Screen Components

• Approval Target Service(Left): List of services to set up the approval line. SHIELD Gate, SHIELD Mail, SHIELD Drive, SHIELD DRM, SDF
• Approval Type List(Right): Payment type and approver designation area for the selected service
• [Save] button(bottom): Inactive if there are no changes

Display Information

• Approval types without an approver include[결재자 지정하기 >]The button will be displayed.
• The approval types with designated approvers include결재자Your name and email will be displayed with the badge.

Designating Approver

Step 1: Select Service

1. 승인관리 > 설정Access the menu.
2. 결재선Select the tab.
3. Left결재 대상 서비스Click on the service you want to set from the list.

Step 2: Search for Approver

1. Approval type for designating the approver[결재자 지정하기 >]Click.
2. The search bar will be activated.
3. Enter the name or email of the approver.

Step 3: Confirm Approver

1. Click the desired approver in the search results list.
2. Approver information is결재자It will be displayed with a badge.
3. If necessary, specify other payment types or other services in succession.
4. [저장]Click the button.

💡 You can specify multiple services and payment types at once and save them only once at the end.

Change Approver

If there is an existing approver:

1. next to the designated approver information**Edit button (pencil icon)**Click.
2. The search bar will be reactivated.
3. Search for and select a new approver.
4. [저장]Click the button.

If changes are needed

• Transfer or resignation of the existing approver
• Change of approver due to job change
• Absence of the approver for a long term (If it is a short-term absence, it is better for the approver to set up a delegation of approval.)

Delete Approver

1. next to the designated approver informationDelete button(⊗ **icon)**Click.
2. The approval type is[결재자 지정하기 >]Returns to the state.
3. [저장]Click the button.

⚠️ If you delete the personal approval line, subsequent approval requests will be applied in the order of group approval line → default approval line. If both are absent, the approval request will be요청 보류Waiting in status.

When it is not possible to specify the approval line

According to company policy, the administrator개인 결재선 사용You can turn it off.

Phenomenon that occurs in this case

• 결재선You cannot register or modify the approver in the tab.
• The personal approval line that has already been registered will not be applied (the setting value will be retained).
• Approval requests are automatically forwarded in the order of the group approval line set by the company → basic approval line.

Solution: This is company policy and cannot be changed by the user. If you need to change the approver, please contact the administrator.

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Approval Delegation Settings

When I am away due to vacation or business trips, I will handle the approvals that I need to process instead.Challengerspecifies.

Approval Delegation Screen Configuration

결재 위임When you access the tab결재 위임 설정The area will be displayed.

Screen Components

• Active Toggle(Top right): Approval delegation usage 여부
• Challenger: Specify a person to handle instead
• Reason for the Duel: Enter the reason for requesting a duel
• Match Period: Start and end dates for the competition to be applied
• [Save] button(bottom)

*All items marked are required fields.

Designating a Challenger

Step 1: Search for Competitors

1. 결재 위임Select the tab.
2. Top right toggleOnChecking the status.
3. [대결자 지정하기 >]Click.
4. Enter a name or email to search and select an opponent.

Step 2: Enter the reason for the dispute

1. 대결 사유Write the reason for requesting a duel in the input box.
2. For example)휴가로 인해 대결 요청합니다.

⚠️ **The reason for the confrontation is displayed as is in the approval history.**Please write it according to the business purpose, as it can be viewed by the person who submitted the approval request and the challenger.

Step 3: Set the Duel Period

1. 대결 기간Click the calendar icon.
2. Select the start date and end date.

Step 4: Save

1. [저장]Click the button.
2. When the set period arrives, the match will start automatically, and when the period ends, it will return automatically.

Change or Delete Competitor

Change or delete using the icon next to the designated challenger.

• pencil icon: Challenger Change — The search bar will reopen.
• ⊗ icon: Challenger Deletion — Returns to Unspecified State

After modification/deletion[저장]You need to click the button for it to take effect.

Point at which the confrontation is applied

status	perspective	Person receiving the approval request
scheduled	Before Start Date	I (not yet applied)
In Progress	During the competition period	Challenger
expiration	After the end date	me (automatic return)

Application Rules

• The match is an approval request.Arrival Pointis applied based on
• Settingsalready receivedThe approval request must be processed by me as it is.
• It will automatically return without any separate operation when the period ends.

Disable Approval Delegation

To temporarily pause the duel, turn off the toggle in the upper right corner. A confirmation window will appear.

Disable Approval Delegation Settings

If you disable the approval delegation settings, the delegation will not be applied regardless of the set delegation period. Do you want to disable the approval delegation settings?

[비활성화]Clicking will immediately stop the match, and any subsequent approval requests will be forwarded to me.

💡 **Do not clear the settings, just turn off the toggle.**The challenger, reason, and duration are stored as they are, so you can turn it back on and use it during the next absence.

⚠️ **Requests that have already been sent to the challenger will continue to be processed by the challenger.**Even if the confrontation stops, it will not return to me again.

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Action when approval line is not specified

If you perform a task that requires approval (such as sending external emails) without any personal, group, or basic approval lines, it will proceed as follows.

Step 1: Waiting in request pending status

• The approval request is created but not delivered due to the absence of an approver.
• 요청함in요청 보류It will be displayed as a status.

Step 2: Approval Request Notification

• Notification Email: You will receive a notification email stating that a designated approver is required.
• The email includes a button to go to the settings screen.

Step 3: Specify Approver

• Click the button in the notification email, or directly승인관리 > 설정 > 결재선moves to
• Specify the approver for the payment type of the service.
• Saving will automatically apply to the pending approval requests.

Step 4: Automatic Approval Request

• An approval request notification email will be sent to the designated approver.
• request status is승인 대기changes to

⚠️ **If the personal approval line is turned off, you cannot specify it directly.**In this case, please contact the administrator. The administrator전체 승인함You can designate a substitute approver.

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💡 Caution

1. Please set the approval line in advance.

• If not set, tasks requiring approval will remain in a pending request state.
• Please specify at least the payment types for frequently used services in advance.

2. Check the permissions when designating the approver.

• Specify the person who has approval authority for the task.
• It is recommended to inform the approver in advance.

3. Set up approval delegation before your absence.

• If I am designated as the approver, please designate an alternate approver so that approval requests do not stop during my absence.
• The reason for the confrontation will be recorded in the approval history, so please write it according to the purpose of the work.

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Related Features

• FAQ: Frequently Asked Questions about Approval Line and Approval Delegation
• request form: Check Approval Request Status After Setting Approval Line
• Approved: Approval process when someone else designates me as an approver
• Overview of Approval Service: Basic Concepts and Overall Process of Approval Service