My Approval Line

In the My Approval Line menu, after registering the frequently used approval lines, recipient groups, and sharing groups, you can easily load and use them when creating approval documents. (See Create Approval Document)

The My Approval Line page is laid out as follows.

Area	Description
① Add Approval Line	Click to add My Approval Line (See Add My Approval Line)
② My Approval Line list	It displays the approval line list Click to edit the approval line Click to delete unused approval lines If there are multiple approvers, click to view all approvers (employees or departments) Place the cursor over the approval line name to display the change order icon. Change the order by dragging and dropping with the cursor
③ Add Recipient Group	Click to add My Recipient Group (See Add My Recipient Group)
④ My Recipient Group list	It displays the list of recipient groups Click to edit the recipient group Click to delete unused recipient groups If there are multiple recipients, click to view them Place the cursor over the recipient group name to display the change order icon. Change the order by dragging and dropping with the cursor
⑤ Add Sharing Group	Click to add My Sharing Group (See Add My Sharing Group)
⑥ My Sharing Group list	It displays the list of sharing groups Click to edit the sharing group Click to delete unused sharing groups If there are multiple sharing groups, click to view them Place the cursor over the sharing group name to display the change order icon. Change the order by dragging and dropping with the cursor

Add My Approval Line

The following describes how to register my approval line.

1. From the Home page of WORKPLACE PC web, click the button.
2. Click the My Approval Line menu.
3. Click the [Add Approval Line] button.
4. Enter information in the Set Approval Line pop-up window, and click the [OK] button.
   • Enter the approval line name.
   • After clicking the [Add] button, select the approval type and approver. (See Detailed Descriptions of Approval Type and Approver)
     • Approvers can be added as employees or departments. (See the Item 4 in Add Approval Line)
     • The parallel approval (agreement) can be made up of multiple employees or departments, and the user can add parallel approvers as needed while creating documents.
     • To delete a set approver, click .
     • If the approval type is Parallel Approval (Agreement), then deleting the approval type will delete all grouped parallel approvers.
   • To add more approvers, click the [Add] button and repeat the steps.
5. The set approval lines are displayed in the My Approval Line list.

Add My Recipient Group

The following describes how to register my recipient group.

1. From the Home page of WORKPLACE PC web, click the button.
2. Click the My Approval Line menu.
3. Click the [Add Recipient Group] button.
4. Enter information in the Set Recipient Group pop-up window, and click the [OK] button.
   • Enter the recipient group name.
   • Add the recipient. You can add recipients in the unit of departments or employees. You can add one or more departments or one or more employees.
     • Department: All members of the selected department are recipients. If you select "Include suborganizations," members of suborganizations are also included.
     • Employee: Only the selected employees are recipients.
5. The set recipient groups are displayed in the My Recipient Group list.

Add My Sharing Group

The following describes how to register my sharing group.

1. From the Home page of WORKPLACE PC web, click the button.
2. Click the My Approval Line menu.
3. Click the [Add Sharing Group] button.
4. Enter information in the Set Sharing Group pop-up window, and click the [OK] button.
   • Enter the sharing group name.
   • Select sharing targets. You can add sharing targets in the unit of departments or employees. You can add one or more departments or one or more employees.
     • Department: All members of the selected department are sharing targets.
       • If you select "Include suborganizations," the members of suborganizations are included.
       • Share in the unit of departments by default. If you select "Enter affiliated members individually," you can individually share to affiliated members at the time of creation.
     • Employee: share to only the selected employee
5. The set sharing groups are displayed in the My Sharing Group list.