Displays any approval groups that exist in your organization. You can copy, open, and delete existing groups. See Assigning an Approval Group to a Node.
You can also create new groups by associating one or more correspondence types with one or more specified approval queues. You then assign the approval group to a node. See Assigning an Approval Group to a Node. When an operator working at that node generates correspondence, XTRAC routes letters of the specified correspondence type to the approval queues assigned to the approval group.
See Approval Groups.
Search for: The value that you want to search for.
XTRAC searches the column that you specify in the in Column drop-down list box to find this value.
Column: A list of all of the columns in the open summary window.
XTRAC searches this column to find the value that you specify in the Search for field.
List of Approval Groups: The name, description, correspondence types, and approval queues for each approval group. The list also includes whether the approval group is active or marked for delete.
Search: Searches for the value that you entered in the Search for field and in the column that you selected from the In Column drop-down list box. When the value is found, XTRAC selects it in the list.
New: Opens the Approval Group Detail window where you can create a new approval group.
Copy: Creates a new approval group that is a copy of an existing one. The copy is opened in the Approval Group Detail window where you can rename the group.
Open: Opens the selected group in the Approval Group Detail window.
You can also double-click an item that is listed in this window to open it.
Delete: Marks an approval group for deletion.
Approval groups that are marked for deletion are deleted during the nightly batch cycle (after you resolve any dependencies).
Close: Closes this window.
If you made changes in the window and have not yet clicked Save, a warning displays that all of your changes will be lost. Click Yes to close the window and discard any changes. Click No to return to the window so you can save any changes.
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