Skip to main content

Sign off

In Varicent Incentives, you can begin or end an approval process, view history of past sign offs, and see the current sign off status in the Portal Access module.

For each document, web form, and report, you can see what group has signed off, who has not yet signed off, and if necessary, you can force approvals.

Important

The approval process is not tied to period locking. The process can begin and end at any time.

Starting a sign off

In Varicent® Incentives, you can begin the sign off process on the Sales Portal from Portal Access.

  1. In Portal Access, click the Sign Off tab.

  2. Select the report, document, or web form that has a sign off tree assigned to it.

  3. From the toolbar, click the Start Sign Off icon.

  4. Type a name for the sign off.

  5. Click START.

Setting automatic notifications to users when a sign off is pending

You can specify that you want to send an email automatically to users whenever a sign off is pending in the Varicent® Incentives Sales Portal.

The automated email informs web users when they need to log in and approve results on the Sales Portal. Email notifications about pending sign offs are sent in the following situations:

  • When a sign off is started from the Varicent client, all users in the top node of the sign off tree are notified.

  • When all members of a sign off tree are force approved by the administrator through the client, members of the next node down the tree are notified that they have a sign off pending (if applicable).

  • When all members of a node in the sign off tree approve the sign off through the Sales Portal, members of the next node down the sign off tree are notified that they have a pending sign off (if applicable).

  1. Click Admin → More Options.

  2. Click the Portal Access tab.

  3. Select the Email users when a sign off is pending check box.

  4. In the Sender Email Address field, you can change the model's sender email address for Portal Access emails.