Dispatch Settings: Approver Filtering Tab
The Approver Filtering Tab of the Settings Page in the Dispatch Module is where users and certification roles can be identified as potential approvers before a dispatch status change.
The People or Certification Roles selected under each status (scheduled, ready to dispatch, dispatched, completed, canceled, archived) will be the options available on the dropdown menu when choosing approvers for a dispatch.
If a certification role is chosen for overall module approval permissions, the role as well as the individual users will be shown. If you leave a status blank, the dropdown menu will show all users and certification roles.
To customize the users and certification roles visible in the dropdown menu when selecting approvers for a dispatch status, update the Approver Filtering Tab.
How To: Edit Users and Certification Roles Available as Dispatch Approvers
To edit the users and certification roles that are available via dropdown menu as dispatch approvers, open the Approver Filtering Tab of the Settings Page in the Dispatch Module.
Click below the status to open the dropdown menu. Add People or Certification Roles as desired. If certification roles are selected, both the role and the users associated with it will be shown on the dropdown menu.
If the status is left blank, all users and certification roles will show on the dropdown menu.
Select the “Save” button when finished and a popup will confirm that the filter was saved.
The filter will remain this way until altered.
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