マイ決裁ライン

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Available in Classic and VPC

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)

Approval Line Tab

In the Approval Line tab, you can register and manage frequently used approval lines.

The Approval Line tab page is laid out as follows.

Area	Description
① Add Approval Line	Tap to add My Approval Line (See Add My Approval Line)
② My Approval Line list	It displays My Approval Line list Tap to edit the approval line Tap to delete unused approval lines Tap the approval line name to view approvers (employees or departments) Change the order by dragging and dropping the change order icon

Add My Approval Line

The following describes how to register an approval line.

1. Tap the > [Approve] button from the WORKPLACE mobile app.
2. Tap the My Approval Line menu.
3. Tap the [Add Approval Line] button.
4. Enter information in the Set Approval Line pop-up window, and tap the [OK] button.
   • Enter the approval line name.
   • After tapping 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 people, and the user can add parallel approvers as needed while creating documents.
     • To delete a set approver, tap .
     • If the approval type is Parallel Approval (Agreement), then deleting the approval type will delete all grouped parallel approvers.
   • To add more approvers, tap the [Add] button and repeat the steps.
5. The set approval lines are displayed in the My Approval Line list.

Recipient Group Tab

In the Recipient Group tab, you can register and manage frequently used recipient groups.

The Recipient Group tab page is laid out as follows.

Area	Description
① Add Recipient Group	Tap to add My Recipient Group (See Add My Recipient Group)
② My Recipient Group list	It displays the list of recipient groups Tap to edit the recipient group Tap to delete unused recipient groups Tap the recipient group name to view approvers Change the order by dragging and dropping the change order icon

Add My Recipient Group

The following describes how to register my recipient group.

1. Tap the > [Approve] button from the WORKPLACE mobile app.
2. Tap the My Approval Line menu.
3. Tap the [Add Recipient Group] button.
4. Enter information in the Set Recipient Group pop-up window, and tap 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.

Sharing Group Tab

In the Sharing Group tab, you can register and manage frequently used sharing groups.

The Sharing Group tab page is laid out as follows.

Area	Description
① Add Sharing Group	Tab to add My Sharing Group (See Add My Sharing Group)
② My Sharing Group list	It displays the list of sharing groups Tap to edit the sharing group Tap to delete unused sharing groups Tap the sharing group name to view approvers Change the order by dragging and dropping the change order icon

Add My Sharing Group

The following describes how to register my sharing group.

1. Tap the > [Approve] button from the WORKPLACE mobile app.
2. Tap the My Approval Line menu.
3. Tap the [Add Sharing Group] button.
4. Enter information in the Set Sharing Group pop-up window, and tap 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.