This shortens the approval chain
Posted: Wed Jan 22, 2025 6:03 am
On the one hand, the task is made easier by the lack of need to drag all employees from 1C:ZUP to B24. On the other hand, a driver or a welder do not work in CRM, but they have to move between projects and therefore need to arrange business trips. For this purpose, the business process provides for the participation of a responsible person who can arrange a trip on behalf of the person being sent on a business trip.
The logic of routes is a separate topic, but the kenya telegram number database main thing in it is the method of finding the approver. If the manager is absent, the system will look at the deputy, if both are absent - at the superior manager, if the manager is on vacation - the approval will go to the deputy, if on a business trip - to the mobile application. To determine the presence of the manager on the staff and at the workplace, not only the unloading from 1C:ZUP, but also the Absence Schedule in Bitrix24 is used.
Not all deputy and assistant managers have the right to approve. To prevent applications from coming up the chain to the CEO in the absence of approving managers, it is necessary to change the standard delegation functionality, since the settings there are not very flexible. The approval mechanism we have modified is based on pre-established user roles that can: act on behalf of the manager, act on their own behalf, delegate. , since even if the manager is absent and his assistant has the authority to approve, the document will be delegated to the person who can approve it. Upon completion of all approvals, the process will transfer the list of those who approved to 1C:ZUP.
One project can cover several cities: the head office can be located in Moscow, and the contractors in Ust-Luga. Since Aeroclub limits the list of cities for purchasing tickets and booking hotels, it is impossible to do without the participation of their managers. From Moscow to St. Petersburg, you can buy a ticket yourself, and to Ust-Luga only with the help of travel agency employees. Manual processing appears in the automated process, and the solution here can only be on the Aeroclub side.
The logic of routes is a separate topic, but the kenya telegram number database main thing in it is the method of finding the approver. If the manager is absent, the system will look at the deputy, if both are absent - at the superior manager, if the manager is on vacation - the approval will go to the deputy, if on a business trip - to the mobile application. To determine the presence of the manager on the staff and at the workplace, not only the unloading from 1C:ZUP, but also the Absence Schedule in Bitrix24 is used.
Not all deputy and assistant managers have the right to approve. To prevent applications from coming up the chain to the CEO in the absence of approving managers, it is necessary to change the standard delegation functionality, since the settings there are not very flexible. The approval mechanism we have modified is based on pre-established user roles that can: act on behalf of the manager, act on their own behalf, delegate. , since even if the manager is absent and his assistant has the authority to approve, the document will be delegated to the person who can approve it. Upon completion of all approvals, the process will transfer the list of those who approved to 1C:ZUP.
One project can cover several cities: the head office can be located in Moscow, and the contractors in Ust-Luga. Since Aeroclub limits the list of cities for purchasing tickets and booking hotels, it is impossible to do without the participation of their managers. From Moscow to St. Petersburg, you can buy a ticket yourself, and to Ust-Luga only with the help of travel agency employees. Manual processing appears in the automated process, and the solution here can only be on the Aeroclub side.