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Approval System – Admin User Manual

1. Introduction

The Admin Module of the Approval System provides authorized administrators with full control over the workflow lifecycle. This includes designing approval forms, defining multi-step workflows, managing user permissions, and auditing system activity. This manual guides system admins through the advanced features required to maintain an efficient internal workflow.

2. Admin Dashboard Overview

Upon logging in with administrator privileges, the Dashboard expands to include specialized Admin Statistics:

  • Status Cards: View the total count of Pending Approval, My Requests, Approved, Rejected requests, and Actions Taken requests at a glance.

  • Pending My Approval: A specific queue for requests where the admin is the next designated reviewer. When clicking "View all" navigate to the "Approval Canter" page.

  • Quick Actions:  Contains a "+ New Request" button to quickly navigate to the "Submit Request" page and access submission forms. Also, Admins have an additional "Manage Forms" shortcut to quickly access the "Form Management" page.

3. Submit Request

The Submit Request page lists all available forms categorized by department(Admin).

  • Searching for Forms: Use the Search bar or the Category filter (e.g., Finance, Human Resources, IT & Systems) to find specific request types.

  • Available Forms:

    • Finance: Expense Approval Ringi – Used for submitting financial reimbursement or expenditure requests.

    • Human Resources: Leave Approval Ringi – Used for requesting time off or vacations.

    • IT & Systems: ..............................................................

    • Other: Miscellaneous forms.

  • How to Submit: Click on the desired form, fill in the required details, and click the submission button to start the approval routing (e.g., Treasury → COO).

4. Approval Center

The Approval Center is where users manage requests that require their specific intervention.

  • To-Do Tab: 

  • My Requests Tab: Displays the status and history of requests you have submitted to others.

  • Done Tab:

  • CC’d Tab: Displays requests where you have been added as a "Carbon Copy" (CC) recipient for informational purposes only.

  • Search & Filter: Use the search bar to locate specific requests by form name, request number, or the name of the submitter.

5. Out-of-Office (Delegation)

This feature ensures that workflows are not delayed while you are away from the office. When active, any approval tasks assigned to you will be automatically forwarded to your designated delegate.

5.1. Adding a New Delegation

To set up a delegate, follow these steps:

  1. Navigate to Out-of-Office from the left sidebar.

  2. Click the blue + Add Delegation button at the top right.

  3. In the Add Delegation pop-up window, fill in the following fields:

    • Delegate to: Click the dropdown menu to select the user who will handle your approvals.

    • From: Select the start date of your absence using the calendar icon.

    • To: Select the end date of your absence using the calendar icon.

    • Reason (optional): Enter a brief note for reference (e.g., "Annual Leave" or "Business Trip").

  4. Click Save to activate the delegation.

5.2. How it Works

  • Automatic Forwarding: Once the start date is reached, the system automatically redirects all new approval requests to the chosen delegate.

  • Duration: The delegation will remain active until the end of the "To" date, after which it will expire automatically.

5.3. Managing Delegations

  • View: All current and upcoming delegations are listed on the main Out-of-Office page.

  • Edit/Remove: You can modify the dates or cancel a delegation early by selecting the specific entry from the list.

6. Form Management

The Form Management module allows you to create and customize the digital forms employees use to submit requests.

6.1. Creating a New Form

Loging with the admin account → Form Management, and click the + New Form button. The creation process is divided into three steps:

Step 1: Basic Info

  • Icon & Name: Assign a recognizable icon and a name in both English and Local languages.

  • Description: Provide instructions to help employees fill out the form correctly.

  • Category: Group the form under Finance, Human Resources, or IT & Systems.

  • Visibility: Control who can see the form (Visible to All, Specific Users, or Specific Departments).

Step 2: Form Fields Build your form by clicking on the desired field types from the palette:

  • Text Options: Short Text, Long Text.

  • Data Fields: Number, Currency, Dropdown, Date.

  • Special Fields: User Selector (to pick employees), Checkbox, and Attachment (for file uploads).

Step 3: Workflow

  • Define the sequence of approvers (e.g., Treasury → COO → Final Approval).

6.2. Managing Existing Forms

In the Form Management list, you can view the status of every template:

  • Status Filters: Filter by Active, Inactive, or Draft using the dropdown menu.

  • Actions: Use the icons to Edit (pencil), Duplicate (copy), or Deactivate (power) a form. Draft forms have a Publish icon; clicking it will publish the form and change the status from Draft to Active.

7. Workflows 

7.1. Workflow Management

Admins can create complex, multi-step approval chains that are user can select manually when creating a form.

4.1 Workflow Overview

The main Workflow Management page displays all existing routing paths:

  • Workflow Cards: Each card displays the workflow name, the number of steps, and a visual flowchart of the routing path (e.g., Submit → Treasury → COO → Approved).

  • Step Indicators: Some steps may show a time limit (e.g., 48h), indicating a deadline for that specific approver.

  • Management Actions: Use the Edit button to modify an existing path or Delete to remove a routing chain that is no longer needed.

4.2 Creating a New Workflow

Click the + New Workflow button to open the configuration window:

  1. Workflow Name: Enter a descriptive title (e.g., "Capital Expenditure" or "HR Leave Approval").

  2. Adding Steps: Click + Add Step to build the approval chain. For each step, you must define:

    • Step Name: Provide a title for the step in both English and local languages.

    • Approval Mode: Choose between "Any one approves" (only one designated person needs to sign off) or "All must approve" (requires unanimous agreement from all listed approvers in that step).

    • Deadline: Optionally set a time limit in hours for the approver to take action.

    • Select Approvers: Choose the specific users or roles responsible for this step from the user list.

  3. Conditions (Optional): Click + Add condition to create rules for skipping a step (e.g., "Skip Manager approval if the amount is less than 1,000,000 LAK").

  4. Flow Preview: Review the real-time diagram at the bottom to confirm the routing sequence is correct before clicking Create Workflow.

 

5.8. Data Management

The Data Management module provides administrators with a centralized repository of all requests submitted through the system. This interface is essential for auditing, tracking the history of specific requests, and exporting data for organizational reporting.

5.8.1. Records Overview

The main table displays a comprehensive list of all system records. Key information for each request includes:

  • Request No: The unique identification number assigned to each submission.

  • Form: The type of request form used (e.g., Leave Approval Ringi or/ Expense Approval Ringi).

  • Submitter: The name of the individual who initiated the request.

  • Department: The organizational unit associated with the submitter.

  • Status: The current standing of the request (e.g., Pending, In Review, Approved, Rejected, or Recalled).

  • Submitted & Completed: Precise timestamps indicating when the request was first filed and when it reached its final status.

5.8.2. Filtering and Searching

To efficiently manage large volumes of data, the module includes several search and filter tools:

  • Search Bar: Allows admins to find specific entries by searching for a request number or the name of a submitter.

  • Status Filter: A dropdown menu that enables users to view records by their current workflow stage, such as "Approved" orPending", "In Review", "Approved", "Rejected", or "Recalled".

  • Date Range Selector: Allows for filtering records based on specific start and end dates to track activity over defined periods.

5.8.3. Exporting Data

For offline analysis or integration with external financial and HR systems, admins can use the Export CSV button located at the top right of the page. This action generates a downloadable file containing the filtered set of records currently displayed in the table.

5.9. SecurityUser & AuditingManagement

The User Management module allows system administrators to oversee the organizational hierarchy and manage access to the system. From this interface, you can add new employees, assign specific roles, and update existing user profiles.

5.9.1. AuditUser LogDirectory Overview

The Auditprimary LogUser isManagement screen provides a criticaltable securityof feature.all Itregistered records every action taken within the system, including:users:

  • WhoUser: loggedDisplays inthe employee's name and when.corporate email address.

  • ChangesRole: madeIndicates tothe formuser's templates.permission level (e.g., system admin, employee, or approver).

  • ManualDepartments: overridesShows ofthe approvaldepartment(s) workflows.to which the user is assigned, which is critical for request routing. (e.g., Finance/ HR).

  • PermissionActions: changesUse forthe users.pencil icon to modify an existing user's information.

5.9.2. WebhooksAdding a New User

ForTo technicalregister integration,a usenew employee, click the Webhooks+ Add User sectionbutton toat sendthe real-timetop notificationsright of the dashboard. A modal will appear requiring the following details:

  • Full Name: Enter the employee's official name.

  • Email: Provide the employee's unique email address.

  • Role: Select the appropriate access level from the Approvaldropdown Systemmenu:

    • Employee: Standard access for submitting requests.

    • Approver: Designated for managers or personnel authorized to otherreview corporaterequests.

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      Process MicrosoftAdmin: Teams,Authorized orto ERPmanage systems)specific wheneverworkflow processes.

    • System Admin: Full administrative access to all settings and data.

  • Password: Set an initial password with a requestminimum statusof changes.8 characters.

9.3. Editing User Profiles

Administrators can update user details at any time by selecting the edit action. This allows for modifications to the user's Full Name, Email, and Role as their responsibilities within the organization change.

6. Important Admin Points

Note: Before deleting a form, ensure there are no "Pending" requests associated with it. It is recommended to set a form to Inactive first to allow existing requests to complete their cycle.

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