An approver is a person who is designated to review and authorize entries before they may be submitted into Juris. The approval process is OPTIONAL, and entries will only go through the approval process if the user submitting entries has an approval person assigned in their User Settings.
Do you need an approver to authorize your entries, or do you need to authorize the entries of others? See the scenarios below for guidelines on when and how you may elect to use an approver.
- Do you want to have final approval on all expense entries submitted by your team members? If so, then your name should be entered as the Approver for Expenses on each of those team members’ User Settings.
- Do you want your assistant to review all of your time entries before they are submitted? If so, then your assistant’s name should be entered as the Approver for Time on your User Settings.
- Does your department have a secretary who edits all of the entries for your team? If so, you may consider entering the secretary as the approver for each member of your team.
In short, an approver can be either:
- A person in authority who wants to use the approval process to review the entries of their team before they are submitted, or
- A person who is acting in an editorial capacity for a timekeeper or timekeepers to assure their entries are polished before they are entered into Juris.
Again, the approval process is an optional process that can be used selectively to accomplish your firm’s needs.
Approval vs. Rules
An Approval process is necessary when review by a human is the only way to accomplish your objective. You should use a Rule when the procedures can be automated. This preserves your human resources for billable activities.