other_stuff:remote_authorisation

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other_stuff:remote_authorisation [2023/01/20 12:29] – [For the store receiving requisitions that must be authorised] Gary Willettsother_stuff:remote_authorisation [2025/10/01 04:09] (current) – [Assign the users as authorisers] Jonna Quismundo
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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:invoice_authorization|]] page for details). 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:invoice_authorization|]] page for details).
  
-**Remote authorisation** allows supervisors to authorise **Response 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 **Response requisitions** //via a web app//, so that they can participate in the authorisation process without having to login to mSupply. The process described below uses a supplier and customer store in the same mSupply installation but it can work with stores in different mSupply installations using [[:supplier_hub|mSupply Link]].
  
 <WRAP center round important> <WRAP center round important>
-Only response requisitions (those made in response to request requisitions (called internal orders - see the [[purchasing:ordering_from_one_store_to_another#internal_orders|6.04. Ordering from one store to another]] page for details) that can be remotely authorised. Other requisition types or response requisitions made manually can **not** be remotely authorised.+Only response requisitions (those made in response to request requisitions, called internal orders - see the [[purchasing:ordering_from_one_store_to_another#internal_orders|6.04. Ordering from one store to another]] page for details,  can be remotely authorised). Other requisition types or response requisitions made manually can **not** be remotely authorised.
 </WRAP> </WRAP>
  
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 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 by vertical program. +A masterlist can be used to represent a vertical program so this method can also be thought of as authorisation by vertical program. 
  
 Authorisers can also be set up with **auto-authorisation**, where transactions will automatically be authorised if the user has not approved or denied the transaction before the set **auto-authorise period** has elapsed.  Authorisers can also be set up with **auto-authorisation**, where transactions will automatically be authorised if the user has not approved or denied the transaction before the set **auto-authorise period** has elapsed. 
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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// checkbox to turn remote authorisaiton on for that store.+4. Check the //Use remote authorisation for response requisitions// checkbox to turn remote authorisation on for that store.
  
 {{ :other_stuff:authorisation_pref.png?600 |}} {{ :other_stuff:authorisation_pref.png?600 |}}
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 4. Check the //Include requisitions from this store in suppliers' remote authorisation processes// checkbox to turn remote authorisation on for that store. 4. Check the //Include requisitions from this store in suppliers' remote authorisation processes// checkbox to turn remote authorisation on for that store.
  
-{{:other_stuff:screen_shot_2023-01-17_at_12.46.02_pm.png?400|}}+{{ :other_stuff:pasted:20230120-123023.png?600 |}}
  
 5. Click the **OK** button to save the changes. 5. Click the **OK** button to save the changes.
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 This will enable them to receive emails when a requisition is awaiting their approval. This will enable them to receive emails when a requisition is awaiting their approval.
 +
 +<WRAP center round important 60%>
 +The user must also be assigned to one store as a `default` login. This is needed for the login to the web portal to work.
 +
 +{{ :other_stuff:userneedstohaveonesiteas_default-2025-08-26.png?600 |}}
 +</WRAP>
 +
 +
  
 === Assign the users as authorisers === === Assign the users as authorisers ===
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 **New button:** Click on the New button to assign a user as an authoriser. This window will open: **New button:** Click on the New button to assign a user as an authoriser. This window will open:
  
-{{ :other_stuff:screenshot_2021-10-05_at_12.57.13.png?400 |}}+{{ :other_stuff:remoteauth.png?400 |}}
  
   * **Authoriser:** Enter the name of the user here. Type the first few characters of their username and press the Tab key on the keyboard to select the user from a list of users with usernames that start with what you have typed.   * **Authoriser:** Enter the name of the user here. Type the first few characters of their username and press the Tab key on the keyboard to select the user from a list of users with usernames that start with what you have typed.
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     * **Auto-authorisation period (days):** The number of days after which any requisition lines waiting for authorisation by this user will be automatically authorised by the system.     * **Auto-authorisation period (days):** The number of days after which any requisition lines waiting for authorisation by this user will be automatically authorised by the system.
   * **Active:** This is checked by default. If this is checked then the user's assignment is active and they can act as an authoriser. If it is not checked then the user cannot act as an authoriser. This is useful when an authoriser is to be removed as an authoriser for a period of time and then added back in again e.g. when they go away on holiday.   * **Active:** This is checked by default. If this is checked then the user's assignment is active and they can act as an authoriser. If it is not checked then the user cannot act as an authoriser. This is useful when an authoriser is to be removed as an authoriser for a period of time and then added back in again e.g. when they go away on holiday.
 +  * **Store approval:** This is not checked by default. If this is checked, you can set the rule to only need approval if the request comes from the stores checked in the list. If store approval and no masterlist is set, then all items for the requisition need approval. If masterlist and store approval are both set, then only require approval if from the requesting store and if the item is part of the masterlist. A request from facility (not a store) can also be included by adding a tag "remoteAuthorisation" in the name.
  
 Click on the **OK** button to save the new assignment or the **Cancel** button to cancel it. Click on the **OK** button to save the new assignment or the **Cancel** button to cancel it.
  
-**Editing an authoriser assignment:** Double-clicking one of the users in the list will allow you to edit the assignment; the 'Add assignmrnt' window shown above will open, populated with the current settings for the user. Edit the settings to be what you wish and click on the **OK** button to save your changes.. +**Editing an authoriser assignment:** Double-clicking one of the users in the list will allow you to edit the assignment; the 'Add assignment' window shown above will open, populated with the current settings for the user. Edit the settings to be what you wish and click on the **OK** button to save your changes.. 
  
 +
 +<WRAP info center round 90%>
 +There is a preference to allow authorising an item only once, even if it is part of two or more master lists.
 +Pref > Misc > If an item belongs to multiple master lists and authorisers, only one authorisation is required.
 +</WRAP> 
  
 ====Enable emailing of authorisers==== ====Enable emailing of authorisers====
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 To view a requisition, click on it in the list. The requisition details window will open: To view a requisition, click on it in the list. The requisition details window will open:
  
-{{ :other_stuff:screenshot_2021-10-06_at_14.41.54.png?800 |}}+{{ :other_stuff:pasted:20250318-154606.png?800 }} 
 + 
 +This is a simplified view to make reviewing easier. To see all the details of the requisition, click on the down arrow highlighted in red and more details will be shown like this: 
 + 
 +{{ :other_stuff:pasted:20250318-155841.png?800 }}
  
   - Click on this arrow to go back to the list of requisitions.   - Click on this arrow to go back to the list of requisitions.
   - Enter any authorisation comment for the whole transaction. When saved, this comment will appear in the //Comment// column of the //Authorisation// tab on the requisition in mSupply.   - Enter any authorisation comment for the whole transaction. When saved, this comment will appear in the //Comment// column of the //Authorisation// tab on the requisition in mSupply.
-  - Edit the quantities for each line that you are able to authorise in these cells. Note that not all lines of the requisition are displayed in this window. Only the lines that the user can authorise are shown (i.e. those that are for items that appear in the master list the user can authorise for).+  - Click on the **Enter quantity in** units/packs slider to choose whether you enter the //Authorised Quantity// column values in units or default pack size packs. The **For vaccine lines only show/enter** units/doses slider only shows if a vaccine item is on the requistion for approval. The position of this slider affects all vaccine item lines on the requisition **ONLY**. The units/packs side of the slider will show what is selected in the **Enter quantity in** slider. If the slider is in the //doses// position then all vaccine lines will show quantities in doses in the //Supplier SOH//, //Customer SOH//, //Suggested quantity//, //Customer AMC//, //Default pack size//, //Customer requested// and //Authoriser quantity// columns. If it is in the units/packs position then it will show units or packs in those columns, just the same as the non-vaccine lines. 
 +  - Edit the quantities for each line that you are able to authorise in these cells. Note that not all lines of the requisition are displayed in this window. Only the lines that the user can authorise are shown (i.e. those that are for items that appear in the master list the user can authorise for). The quantities you enter in this column will be taken as units, packs or doses, depending on the positions of the sliders in 3.
   - Click on this icon to view, add or edit the line authorisation comment. When you click on it, this window will open:{{ :other_stuff:screenshot_2021-10-06_at_15.23.47.png?200 |}} If there is a comment for the line already, it will be populated for you. You can edit the comment (or add one) and click on the **Save comment** button to save your changes. Click on the **Cancel** button to close this small window without saving any changes. Any comment that is saved here will appear in the //Authoriser comment// column on the requisition details window in mSupply.   - Click on this icon to view, add or edit the line authorisation comment. When you click on it, this window will open:{{ :other_stuff:screenshot_2021-10-06_at_15.23.47.png?200 |}} If there is a comment for the line already, it will be populated for you. You can edit the comment (or add one) and click on the **Save comment** button to save your changes. Click on the **Cancel** button to close this small window without saving any changes. Any comment that is saved here will appear in the //Authoriser comment// column on the requisition details window in mSupply.
   - Click on this button to deny approval of all the requisition lines shown. This will deny the whole requisition and will mean that it cannot be processed in mSupply. This and the **Approve with changes** button will be disabled when the changes have been saved.   - Click on this button to deny approval of all the requisition lines shown. This will deny the whole requisition and will mean that it cannot be processed in mSupply. This and the **Approve with changes** button will be disabled when the changes have been saved.
 +  - Click on this button to quickly set all the //Authoriser quantity// column values to what was requested i.e. the //Customer Requested// column values. A handy shortcut to speed up the authorisation process if all or most of the lines are to be approved with what was requested.
   - Click on this button to approve all the requisition lines shown. This will save any changes you have made to the approved quantities. This and the **Deny** button will be disabled when the changes have been saved.   - Click on this button to approve all the requisition lines shown. This will save any changes you have made to the approved quantities. This and the **Deny** button will be disabled when the changes have been saved.
  
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 |  //  Previous:  **[[other_stuff:invoice_authorization]]** | | Next: **[[other_stuff:misc_labels]]** //  | |  //  Previous:  **[[other_stuff:invoice_authorization]]** | | Next: **[[other_stuff:misc_labels]]** //  |
 ---- struct data ---- ---- struct data ----
-pagestatus.status    : +pagestatus.status    : All Good
 ---- ----
  
  • Last modified: 2023/01/20 12:29
  • by Gary Willetts