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other_stuff:remote_authorisation [2022/07/14 00:25] – [Assign the users as authorisers] Mark Glover | other_stuff:remote_authorisation [2023/05/10 14:43] (current) – [For the store receiving requisitions that must be authorised] Gary Willetts | ||
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mSupply has features to allow various types of transactions to be authorised within the application before they affect stock so that supervisors can make sure the transactions are correct (see the [[other_stuff: | mSupply has features to allow various types of transactions to be authorised within the application before they affect stock so that supervisors can make sure the transactions are correct (see the [[other_stuff: | ||
- | **Remote authorisation** allows supervisors to authorise requisitions //via a web app//, so that they can participate in the authorisation process without having to login to mSupply. | + | **Remote authorisation** allows supervisors to authorise |
- | <WRAP center round info> | + | <WRAP center round important> |
- | Only response requisitions (those made in response to request requisitions | + | Only response requisitions (those made in response to request requisitions, called internal orders - see the [[purchasing: |
</ | </ | ||
- | When an authorisation request is made, authorisers receive an email containing a link to the web app. When the authoriser logs in, they are shown all pending authorisations which they can either approve, edit and approve | + | When an authorisation request is made, authorisers receive an email containing a link to the web app. When the authoriser logs in, they are shown all pending authorisations which they can then do any of: |
+ | * Approve | ||
+ | * Edit and approve | ||
+ | * Deny | ||
===== Authorisation by masterlist/ | ===== Authorisation by masterlist/ | ||
In the remote authorisation module authorisers can only authorise the requisition lines which belong to items on the master list they are able to authorise for. | In the remote authorisation module authorisers can only authorise the requisition lines which belong to items on the master list they are able to authorise for. | ||
- | A masterlist can be used to represent a vertical program so this method can also be thought of as authroisation | + | A masterlist can be used to represent a vertical program so this method can also be thought of as authorisation |
Authorisers can also be set up with **auto-authorisation**, | Authorisers can also be set up with **auto-authorisation**, | ||
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===== Setup ===== | ===== Setup ===== | ||
====Turn on remote authorisation==== | ====Turn on remote authorisation==== | ||
+ | ===For the store receiving requisitions that must be authorised=== | ||
Remote authorisation must be turned on for **each store separately**. This means that, in the same datafile, some stores can use it while others do not. You turn it on for a store in the store' | Remote authorisation must be turned on for **each store separately**. This means that, in the same datafile, some stores can use it while others do not. You turn it on for a store in the store' | ||
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3. Click on the **Preferences** tab. | 3. Click on the **Preferences** tab. | ||
- | 4. Check the //Use remote authorisation for response requisitions// | + | 4. Check the //Use remote authorisation for response requisitions// |
{{ : | {{ : | ||
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5. Click the **OK** button to save the changes. | 5. Click the **OK** button to save the changes. | ||
- | From now on, response requisitions produced from request requisitions (internal orders) must be authorised before being confirmed. | + | ===For the store placing a requisition that must be authorised=== |
+ | |||
+ | 1. Choose //Special > Show stores// from the menus. | ||
+ | |||
+ | 2. Double click the store to edit. | ||
+ | |||
+ | 3. Click on the **Preferences** tab. | ||
+ | |||
+ | 4. Check the //Include requisitions from this store in suppliers' | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 5. Click the **OK** button to save the changes. | ||
+ | |||
+ | From now on, response requisitions produced from internal orders | ||
====Set up authorisers==== | ====Set up authorisers==== | ||
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* Tell mSupply what the URL of the remote authorisation web app is. You do that on the //Server// tab of //File > Preferences// | * Tell mSupply what the URL of the remote authorisation web app is. You do that on the //Server// tab of //File > Preferences// | ||
- | The email address to send the emails to is taken from that given in //Details// tab of the user's details page (see the [[other_stuff: | + | The email address to send the emails to is taken from that given in the //Details// tab of the user's details page (see the [[other_stuff: |