Approval plans

An approval plan presents a hierarchy of users that can allow or reject an override. It also considers information such as user department and user role.

You can configure a default approval group, which is then selected automatically when a rule is configured to require approval. A point of sale approval plan typically includes an operator user group and a manager user group.

To associate an approval plan with an approval rule, the following levels must be configured:
  • Minimum approval level that can approve the violation
  • Maximum approval level that can approve the violation
  • Whether the signature policy requires approval by everyone in the approval range, or whether a decision by one approver is sufficient

Override information, such as a manager approval or rejection, is recorded. This record allows a transaction to proceed, if wanted, and the decision to be reviewed later.