Product Feature Guide
Table Of Contents
Approval Types: Items, Their Description & Functionality
Introduction
Approval types are where all the various approval exceptions are listed and managed. The system comes automatically with DLA (designated lending authority) activated but lenders can also add as many custom approval types as they need, i.e. if they allow GDS or TDS exceptions, they would list them here. DLA cannot be deactivated or edited but all other custom approval types can.
There are no system automations to handle approval types outside of DLA and anyone can approve a custom approval type. It is recommended that you create tasks to ensure the users are obtaining the appropriate approvals as required by your particular policies and guidelines. Obtaining approval for these are handled the same as obtaining approval for DLA and users can ask for multiple approvals within the same request.
For specific information on how to request an approval (either DLA or other approval types), reference the ‘Decisioning An Application’ Product Feature Guide.
Location
To locate the Approval Types section:
- Navigate to the Manager Portal from the top menu.
- In the sidebar on the left, select the Approval Types option.
Approval Types: Items, Their Description & Functionality
Search box - Located at the top left corner of the section. In the search box, you are able to enter text/keywords related to the previously created Approval Types. All Approval Types with the search criteria will appear in a list view.
Add New Approval Type Button - Enables you to add a new Approval Type. When selecting this button, a sidebar will open up to the right hand side of the screen with fields to input data. The fields consist of: Name, Description, and an Active toggle button.
Approval List Headers - Columns can be sorted by ascending or descending order by clicking on the arrow to the right of the heading title. When the arrow is facing upwards the list is sorted in ascending order. When it is facing downwards, the list is sorted in descending order. When you sort the list, the arrow in the column of which you sorted will hold in place to indicate what your sort criteria was.
Name - The name of the custom approval.
Description - A short description of the custom approval. It may contain the parameters of the custom approval.
Active - Toggle switch allowing you to activate or deactivate the custom approval.
Ellipsis - Clicking on the ellipsis opens up the option to delete an approval type.
Scroll Bars - One located at the bottom of the list, and another to the far right of the screen. Use these to scroll your list horizontally or vertically, to see what does not fit on the page.
Items Per Page - Depending on how large your list is, you may have more than one page of items. To navigate through pages use the Items Per Page navigation at the bottom right hand side of your screen. With this functionality you can indicate how many items per page you would like to see in groups of 10, 15, 25, 50, or 100. You can see how many pages there are and scroll forwards and backwards through the pages if need be.
Adding an Approval Type
To add an approval type, follow these steps:
- Click on the Add New Approval Type button.
- In the sidebar that opens up, enter the data required to create your approval type.
- Click on the “Add Approval Type” button. The new approval type will be added to the list.
A name is required, and a description while not required would be best practice. You can toggle your approval type to active when ready or leave toggled off.
Note that you should never duplicate approval type names even if they differ in descriptions. The reason being is that in the UI when a user is choosing an approval type to add they only see the approval type names in the drop down. If you have approval types with the same name but different descriptions, the users have no way of knowing which approval type to select as they do not see the description.
Editing an Approval Type
You are able to edit any custom approval types with the exception of DLA whether or not they are active. To edit an approval type follow these steps:
- Identify the approval type you wish to edit.
- Hover your mouse between the name and description to reveal the “Open details in sidebar” icon.
- Click on the icon to open the details sidebar.
- Make your edits within the sidebar.
- Once done, close the sidebar and your edits will be saved automatically.
Deleting an Approval Type
- Click on the ellipsis in line of the approval type you wish to delete.
- In the drop down menu, select the “Delete” option.
- A pop-up will appear confirming that you want to delete the selected approval type. Select “Remove”.
