If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules (it is part of Capex planning), or it may not be included in your plan.
The list
Add T&C Appraisal Note opens a new note. Search the T&C appraisal notes, saved Views, Filter, Columns and Amounts shown in work as on any register, and Export (needs Download a plan’s proposals and phasing as a spreadsheet) downloads the rows the list is showing.
Every date and time is written to the second on a 24-hour clock. Clicking a row opens the note to read, as View T&C Appraisal Note. The row’s ⋯ offers Edit where you may change the note, and Send for approval where you may send it.
Writing a note
Add T&C Appraisal Note and Edit open the note’s form. Your administrator arranges it, and can insist on further answers, in Form Studio, which Edit form opens.Item Details
Under the header, Item Details lists what the note buys, one row per item. Add item adds a row and the bin on a row (Remove item) takes it off. Every box on a row must be filled in.
A Total row at the foot adds up the quantity, the gross value, the GST and the net value. The columns keep their width, so a quantity and a net value can always be read.
Before a note can be sent or approved it needs Category, BUSA, Item Type, Manager Name, Manager Location, EMP Code and Grade, at least one item, and any other answer your organisation insists on in Form Studio. A note still missing any says Before it can be sent it still needs: and names them.
Approving a note
A note is approved in your organisation’s T&C appraisal note workflow, level by level, sent in the name of whoever sends it; a rejection at any level is final. Where no workflow applies, sending it approves it at once. The approver a note is waiting on opens it from Approval Status, or from Approvals. The approval dialog draws the note’s form, items included, with Save T&C appraisal note to save what you corrected. Approve waits until the note is saved and complete, and says Before it can be approved it still needs: with what is missing. Somebody reading a request they raised sees the same form greyed. Once a note is approved or rejected, nobody can change it.Change Logs
Who changed what on each note, item by item, and how it went through approval.
Approvals
Where a note waiting on you is decided.