Approval Records
Attempting to click on the Approval Records button in the top right corner of the screen before adding all required fields will prevent the officer from sending it for approval.
There are two options here Submit for Approval and Final Approval. The Final Approval option will be visible only to Admins or Users with the Final Approve permission.
Action Date will automatically pull the date.
The destination user will be the supervisor to whom they need to submit. It will only show a list of supervisors who have kickback or final approval permission. It can be sent as per division as well. A user can add details about the case in the Notes section before submitting the case.
When a case has been submitted, the destination user will receive a notification and an email. If a supervisor has to Kick Back a Case, they can add the reason in the Notes section.
Once it is approved by the supervisor then it will change Approval Status from Submitted to Approved. An Officer can't change anything to the case unless it is approved or kicked back to the Officer.