Visa processing

To work with a visa, you can use the following steps:

Take in work

The action is available if the user or his role is specified as an approver in a visa. By clicking on the button, the status of the visa changes to [In work], and the date and time of completion the action are fixed in the [Taken to work] field.

The action for making a decision on a visa becomes available to the user.

Approving

The action is available if the approver has taken the visa in work. Clicking the button displays a drop-down list of available solutions.

Full list of available solutions:

• Not Approved: a negative decision.
• Approved: a negative decision.
• Approved with the notes: a solution similar to approving, with the ability to add a comment.
• Delegate: the ability to transfer approval to another employee.

As a result, the selected user or role is saved in the [Approving person] field, the entered comment is saved in the [Comment] field, and the visa status is changed on [Delegated].

For the user for whom or for whose role the visa is delegated, the available action [Take in work] appears.

• Return for revision: the ability to return a record for revision.