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Contents


Table of Contents


d. User Functions


K-Approval can be largely divided into administrator and user functions.


The user functions are divided into Request an Approval with approval path applied, Check the status of Approval, Perform Approval, Change the issue status automatically after approval is completed, and Approval Delegation Setting.

[Request an approval with approval path applied] is a function that applies the approval path when a user requests an approval creating Jira issue. [Check the status of Approval] is a JQL of K-Approval, [Perform Approval] is a function in which the user approves/rejects the approval, and [Change the issue status automatically after approval is completed] is a logic for automatically changing the status of the issue of the requested approval. The [Approval Deletion Setting] function is set up for the approver and designates the person in charge who can make the approval decision on behalf of the approver during vacation.


The following information is provided for each area:
FunctionDescription
Request an Approval with approval path appliedfunction that applies the approval path when a user requests an approval creating Jira issue
Check the status of ApprovalJQL of K-Approval
Perform Approvalfunction in which the user approves/rejects the approval
Change the issue status automatically after approval is completedlogic for automatically changing the status of the issue of the requested approval
Approval Delegation Settingfunction that designates the person in charge who can make the approval decision on behalf of the approver during vacation





d-1. Request an Approval with approval paths applied

When a user is requesting an approval creating an issue in Jira, the approval path is displayed as the logic by which the administrator applied the approval path by Project- Issue type from the Approval Path Management menu.



d-2. Check the status of Approval


K-Approval provides JQL exclusively for K-Approval. You can check 'my pending approval' right away using the K-Approval tab on the main screen.


K-Approval JQLDescriptionCondition
Approval Request

KA_ApprovalRequested()

Requested

Requester =  currentUser() and approval status = outstanding

KA_ApprovalApproved()

Approved

Requester =  currentUser() and approval status = approved

KA_ApprovalRejected()

Rejected

Requester =  currentUser() and approval status = rejected

KA_ApprovalRefer()

Reference Received

reference = currentUser()

Approval Receive

KA_PendingApproval()

Pending

Approver =  currentUser() and approval status = outstanding

KA_ApprovedApproval()

Approved

Approver =  currentUser() and approval status = approved

KA_RejectedApproval()

Rejected

Approver =  currentUser() and approval status = rejected

KA_PendingForDelegatedApproval()

Delegated Setting

Approver =  currentUser() or Delegated Approver and approval status = approved


d-3. Perform Approval

  1. Approval/Reject approval can be made using the 'Approval' button in the approval path of the generated issue.

    2. Click the 'Approval' button then the approval window will be displayed. You can approve/reject /cancel the approval entering your login password and approval comments. 




    3. Click the 'Approve/Reject' button to complete the approval process and display the approval history.


d-4. Change the issue status automatically after approval is completed

'Automatically changing the status of the issue after approval is completed' is automatically switched according to the 'Approval Transition' and 'Rejection Transition' values set by the administrator in Approval Path Management - Approval Path Mapping menu.

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d-5. Approval Delegation Setting


  1. On the main screen, click K-Approval tab > Delegation Setting.





  2. Once you click the Deletion Setting menu, Profile screen will be shown. Click the Edit button for the K-Approval Approval Delegation menu at the bottom.






  3. Clicking the Edit button switches to edit screen mode. Select the Start and End date you want to set up a delegated approver, and choose the Delegated approver.
    Click the Save button to complete all settings.