Tilldela attestanter (via policy)

You can use your policy settings to configure the Spotnana Online Booking Tool to determine when approvals will be required and which users in your company will have the right to approve or reject travel bookings for travelers. 

Policies

Policies may be set:

• to require approvals before a booking can be confirmed (also referred to as hard approvals) or
• to be optional and only cancel the booking if the approver declines the booking (also referred to as soft approvals). 
• to not require approvals at all.

For more details on policy settings, see Setting approval requirements.

Approval Dashboard

In addition, approvers can use the Approval Dashboard to act on pending approvals for future bookings or view past bookings and their approvals. For more details, see Approval Dashboard.

Set the approver type and approver

Approver types are set per policy. If you have more than one policy configured, you will need to configure this setting for each policy. 
All users who are set to be approvers will receive email notifications related to the bookings they are responsible for approving. 

1. Select Policies from the Program . Då visas Settings sidan med Policy utvecklad i menyn till vänster. 
2. Select the desired policy (the Default policyn visas som standard). Den valda policyn visas. 
3. Expand the General . 
4. Scroll down to the bottom of the Policy group actions . 
5. Set the Approver type till något av följande:
   • Employee's manager – Alla bokningar som kräver godkännande tilldelas den chef som är kopplad till användaren för bokningen. If you select this setting, you must also set a default approver in the Default approver nedan. Standardattestanten används för anställda som inte har någon chef registrerad i systemet samt för gästbokningar som kräver godkännande. 
     • To select a default approver, click Add Approver and enter the email or name of the desired user in the search field that appears. 
     • Click the name of the desired user once you have located them using search. That user will be assigned as the default approver for this policy. The default approver also serves as a backup approver when the employee’s manager is unavailable. You can select more than one default approver.
   • Designated approver – Alla bokningar som kräver godkännande enligt denna policy tilldelas den eller de attestanter du anger. If you select this setting, you must also set a designated approver in the Approver nedan. 
     • To select a designated approver, click Add Approver and enter the email or name of the desired user in the search field that appears. 
     • Click the name of the desired user once you have located them using search. That user will be assigned as the designated approver for this policy. You can select more than one designated approver.
6. Select the Add employee's manager to cc checkbox if desired. If selected, the employee's manager will always be CCed on any approval emails. 
7. Click Save changes när du är klar.