How to edit Job Stages with e-Approval

Introduction

There are 4 new events that have been added to the Automatically complete when section within the edit job stages screen. In order to use these events you will require IRIS OpenSpace.

Document Published Without e-Approval -the stage will complete if the Accountant clicked No, when e-approving.

Document e-Approval Requested - the stage will complete if the Accountant clicked Yes, when e-approving.

Document Approved - the stage will complete if the Client approved the document in IRIS OpenSpace.

Document Rejected - the stage will complete if the Client rejected the document in IRIS OpenSpace.

The example below is taken from the Accounts Job stages:

In order to add these to your current job stages:

1. Log in to IRIS Practice Management as a Master User.

2. Click on Setup | Standard Job Types

3. Click the magnifying glass for Accounts for example.

4. Click View | Profiles | Edit