Approval Required for Yard Bookings

If you need to have all Yard Bookings approved before being despatched, you can set a flag in the Yard Manager.

Introduction

Yard Manager

Approve a Requested Booking

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Introduction

If you need to have all Yard Bookings approved before being despatched, you can set a flag in the Yard Manager. New Bookings will have a Status of Requested and will need to be approved by a User with the Security Role of Yard Maintenance before they can be despatched.

If you do not need approval for Yard Bookings, then any User who makes bookings can mark the booked items to be despatched.

This flag also governs the restriction that you cannot add to or edit bookings that have been approved. You can add to and edit bookings that are at the Status of Requested.

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Yard Manager

Where you want to have bookings approved before they are available to be despatched, you can set the flag Booking approval required in the Yard Manager screen.

• Go to Yard > Yard Manager.
• Booking approval required: Check this field.
• Click Save and close.

 

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Approve a Requested Booking

Now when a new booking is added, the Status will appear as Requested. Any User may view the booking, but only Users with the Security Roles of Yard Maintenance will be able to approve it. 

• Go to Yard > Bookings.

In the Edit Booking screen:

The Status shows as Requested.

• Click Save and Approve: Users with the Security Role of Yard Maintenance can Save and Approve the booking.

This will then cause the booking to be displayed in the Despatch and Returns screens.

Users who do not have the required Security role will see a warning message if they attempt to Save and Approve the booking.

 

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Last updated: 15 February 2023