As a general contractor using TradeTapp you can create default rules for project approvals to automatically assign coworkers as reviewers (review a request and determine if a vendor is approved for a project) and accepters (accept or override the outcome of a review).
Custom approval rules allow you to auto-assign reviewers and accepters depending upon certain conditions such as:
- Project assessment
- Project value
- Project location (multi-select option)
- Project duration
- Trade type
- DART rate
- Recordable rate
- Qualification status
You must have a default rule in order to create a custom rule, because the default rule acts as a catch-all if the conditions in the custom approval rule are not met.
Please note that approval rules can only be set by those with “Admin” permissions. Additionally, those assigned as an accepter must have “Accepter” permissions, and those assigned as a reviewer can have either “Reviewer” or “Accepter” permissions. For information on how to edit permissions within your company, please reference the article, “How to adjust permissions levels in TradeTapp (General contractors).”
To create a default approval rule
Click on your name, email, or company name in the top-right corner.
Click “Approval Rules.”
Click “Create Default Rule.”
Name your default rule then click the drop-down to assign a coworker as a default reviewer and accepter. As mentioned above, those assigned as an accepter must have “Accepter” permissions, and those assigned as a reviewer can have either “Reviewer” or “Accepter” permissions.
Click “Save as Default” to save your default rule.
Your default rule will be labeled “Default Rule” in the right-hand corner.
Click “Edit” to make changes to your company’s default rule.
To create a custom project approval rule
Click “Create New Rule.”
Name your custom project approval rule, then click “Choose Option” next to the “IF” condition to choose your first parameter.
Click “Choose Option” to choose your second parameter.
Click the option you would like to choose from the drop-down menu.
Enter your third parameter.
If you would like to add another condition to your rule, click “+ AND” then repeat the steps above to enter another three parameters next to the “AND” line.
To select the output of your custom project approval rule, click “Choose Action” next to the “THEN” line.
From the drop-down menu, select “Auto Assign” to assign a reviewer and accepter, “Auto Approve” to automatically approve the project approval, or “Auto Reject” to automatically reject the project approval.
If you selected “Auto Assign,” enter the coworkers you would like to review and accept the project approval by clicking the drop-down next to “Review By” and “Accept By.” As mentioned above, those assigned as an accepter must have “Accepter” permissions, and those assigned as a reviewer can have either “Reviewer” or “Accepter” permissions.
When your custom project approval rule is complete, click “Save.”
Your new custom project approval rule will be added to the “Approval Rules” tab underneath the default rule. You can edit custom project approval rules at any time by clicking “Edit.”
If you have further questions about how to create default and custom approval rules, please contact us at email@example.com. We’re happy to help!