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If a name other than ‘Recommendation’ is desired, in Administration click on the ‘Basic Names’ tab and relabel the Recommendation label.
In Administration, go to the ‘Recommendations’ tab (or the label is used in step 1) and add the individual users or groups who may need to provide a recommendation, including the Department Name.
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These users can NOT have administrative rights to the software. Be sure to check their user roles!! |
In Administration, go to the ‘Recommendation Options’ (or the label used in step 1) and add options that can be used for making a recommendation.
In Administration, click on ‘App Groups’ , click on ‘Manage’ next to the app group for which the permit type is setup, then click on ‘Modify’ next to the App Type to setup the recommendation process.
On step 2, ‘Additional', Enable recommendations to be used in this permit type. Then ‘Save & Exit’.
To Use Recommendations:
On the permit/application view page, in the lower management tabs, click on the red 'x' next to each Dept or group (setup in step 2 above) that will need to provide a recommendation.
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