Equus Software

The Authorization Tool/Wizard is used to initiate new assignments or relocations in the Equus Platform. Authorizations can be entered for either Domestic or International assignments when users login

Authorization Template - Overview

The General tab includes the following sections:

Authorization Configuration 
Client Help

Authorization Steps


 
Authorization Configuration
This section is responsible for general setting off the

Authorization Templates - General Tab Configuration

Internal notifications can be set to email a certain resource or resources at every status change in the Authorization process.  This is commonly used to update resources on the progress…

Authorization Templates - Internal Notifications tab Configuration

Each Authorization Template can be assigned an Override Profile, which allows, on a template-by-template basis, to configure field captions, visibility, and field required-ness settings.  An Override

Authorization - How to create an Override Profile

An Override Profile can also be used to override the field caption, required-ness, and visibility settings of any configured custom fields. If custom fields have been configured to appear on…

Authorization - How to use an Override Profile to override Custom Fields

Not all of the fields on the Authorization Relocation tab can be overridden using the Override Profile screen.
Below is the list of fields that can be overridden for the Authorization…

Authorization - What fields can be overridden on Authorization's Relocation tab?

Policy Availability Rules are defined, per company, on the Policy Availability Settings screen and this feature is switched on/off at the Authorization Template level.  The Authorization screen can au

Authorization - How to configure Policy Availability Rules

The Authorization screen is used to configure how Initiations will work in the Equus Platform. This is available at the company level configuration:
  
This includes two sections:

Authorization Setti

Authorization Templates - Settings and New Template Creation

The Approval Tab is a list of the available settings when you want to route your authorization for approvals. The Approvals tab includes four sections:

Approvals Setting
Approvals Routing
Security…

Authorization Templates - Approvals tab Configuration

The Policy Availability tab of the Authorization Template screen can control which Assignment policies are available for selection on the Policy tab/step of the Authorization.  For example, if a Templ

Authorization Templates - Policy Availability Tab Configuration

The Requests tab dynamically changes based on the control chosen on the General Tab for Cost Estimates or Assignment Packages. 
    
If the Cost Estimate or the Assignment Package value is…

Authorization Templates - Requests Tab Configuration

Preference Name = SHOWGENDER
Full Name - Gender field is visible or hidden
The "Gender field is visible or hidden" System Preference can be used to control the visibility of…

Defining Gender Field Visibility (SHOWGENDER) System Preference

Authorization Template

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