When you use a fund approval hierarchy, you can require a minimum of two unique approval users. The dual approval process is modeled after a European workflow that requires a minimum of two sets of eyes to review every exception prior to the final approval. Otherwise, if you do not use the dual approval process, Control Center requires only one level of approval as long as that level meets, or is above, the level at which the edit test was raised. WRITERS NOTE: If an Annotator of level 2 and a final reviewer of level 4 look at it, exactly what do they do? What error severities occur when defined at different levels? What do the two people do when they use the system? Do they both approve or does only one approve?
About Annotators
When you use the dual approval process, you define an approval role level of 0, which has a default name of Annotator (Role 0). This is a reviewer-only user role level, or an "approval notes only" user level. Users assigned this role can add approval notes for review by another user in the dual approval process. The Annotator role does not have the ability to clear raised edits.
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- Status Map. Edit a status map to allow it to use dual approvals. All funds assigned to that status map then follow the dual approval process. For more information, see Create a Status Map That Uses Dual Approvals.
- User Roles. Set up user roles for use with the fund approval hierarchy that include the Annotator (Role 0) level, and assign those roles to the appropriate Eagle users. For more information, see Manage User Roles.
- Final Approval. Consider your usage of the Final Approval option and the Final Approval of All option, which allow you to approve edits at all role levels. In User Administration, you can use the Allow Final Approval Override option to control which Eagle users are authorized to use those options. If you use the dual approval process with the fund approval hierarchy, you typically do not allow general users to use the Final Approval or Final Approval of All options, requiring them to follow the dual approval process. You can use this option to allow high-level administrator users to circumvent the dual approval process and apply a final approval of edits in extreme cases, as needed. User do not see the Final Approval option and the Final Approval of All option unless you enable this option in User Administration.
- Approval of Sign-Off Results. Consider your usage of the right to approve sign-off results. In User Administration, the Allow Approval of Sign-Off Results option allows you to approve Sign-Off edits (Transaction, Valuation, and Audit Sign off edits). This option is similar to the option that allows you to clear prior period edits. Users with these rights can clear status sign-off edit tests
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About Approving Raised Edits
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