ThreadCount Community edition

Uniform stock management for healthcare linen rooms: the coordinator app, the phone counter and the staff app, for your own server. Built from 38e16eb on 2026-09-15. Licensed under the Functional Source License (FSL-1.1-ALv2).

docs/manual/counter/manager-approvals.md

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+---
+title: Manager approvals
+section: counter
+order: 4
+summary: One manager on each staff record approves that person's requests and signs their order form. Setting the manager, deciding in the app or by email, self-approval, and recording a signed form.
+screen: People › a person › Details & access
+role: Admin or Issuer
+keywords: manager, approval, approve, decline, approver, email link, self-approved, signed form, order form, record a signed form, sets, FTE, credit slip, delegate, reports to
+---
+
+Each staff record names one manager. That person approves the wearer's requests in the staff app and signs their paper order form.
+
+## One manager per record
+
+The manager is set in the `Manager` panel on a person's `Details & access` tab. Search the register by name or staff number and choose; it saves at once. Only an Admin can set, change or remove it; an Issuer sees the name, or `None set.`
+
+- Anyone may be their own manager. The panel then shows `Self-approved`.
+- An inactive person is not offered, and the server refuses one: `That manager is no longer active on the register.`
+- A manager whom others still name cannot be deactivated: `<n> people still name <first name> as their manager, and a request can't be sent to somebody who is off the register. Give them a new manager first.`
+
+The same tab has `Whose requests <first name> approves`. An Admin can add somebody with `Add somebody who reports to them`, which asks `Change <first name>’s record` first because it rewrites that person's manager, or take somebody off with `Remove from list`.
+
+Without a manager, the staff app refuses to raise a request: `Your manager isn't set yet — the linen room has to record who approves your requests.`
+
+A request is addressed to the manager recorded when it was raised. Changing the manager later does not move it; re-address it in the request queue ([Requests from staff](/docs/counter/requests-from-staff)).
+
+## Deciding in the app
+
+The manager opens the request in the staff app and decides each garment. A declined garment needs one of 3 reasons: `Over allowance`, `Not needed right now` or `Wrong item for the role`. Every garment must be decided before sending.
+
+When at least 1 garment is approved the request goes to the linen room; when none is, it is declined.
+
+## Deciding by email
+
+When a request is raised, its manager is emailed `Uniform request from <name>`, or `Uniform request for <name>` when somebody raised it on the wearer's behalf, provided they have a staff-app account and email is set up. The link opens a page showing the request. Nothing is decided until the manager chooses on that page.
+
+- The link lasts 14 days.
+- It works once.
+
+## Self-approval and the raise rule
+
+Anybody may approve a request for their own uniform. It is never recorded as an ordinary approval: the history line names it as their own request, marked self-approved.
+
+Nobody approves a request they raised for somebody else:
+
+- Re-addressing to the raiser is refused: `<first name> raised this request, so it can't be sent back for <first name> to approve. Pick somebody else.`
+- Sending a request to its wearer is refused unless they are set as their own manager.
+- A decision by the raiser is refused: `You raised this request, so somebody else has to approve it — ask the linen room to re-address it.`
+
+## Recording a signed order form
+
+The `Approval` panel on a person's `Uniform` tab shows their route (`FTE table`, `Starting kit` or `Manager approval`), `Signed by the manager` and `Drawn`.
+
+1. **Press `Print a new one`**, and have the manager sign it ([Slips and signatures](/docs/counter/slips-and-signatures)). `Order form` on the counter's person panel prints the same form.
+2. **Press `Record a signed form`, then enter** `Sets`, `FTE`, `Date signed` and any `Note`. A date after today reads `After today: check the year.` and cannot be recorded.
+3. **Press `Photo the signed form`** if you want the sheet on file.
+4. **Press `Record approval`.** It needs an active manager set: `Set their manager first.`
+
+The approval is recorded under the manager in the `Manager` panel. When the sets are above what the FTE table proposes, ThreadCount writes a sentence saying so after your note, and previews it under `Recorded as:` before you record.
+
+`View the form` opens the photo. Sets come off at the [counter](/docs/counter/issue-a-garment) under `Sets off the signed form`.
+
+Each approval is listed on the `History` tab under `Previous order forms`, reading `<n> of <m> left` or `Fully collected`, with `Signed form`, `Print the form` and `Credit slip`. An Admin can remove an approval with `×`.
+
+## What is written
+
+| Record | Change | Undo |
+|---|---|---|
+| Staff record | The manager | An Admin changes or removes it |
+| Request and its lines | Each line approved or declined with a reason; status; a history line | None |
+| Approval | Date signed, manager's name as signed, link to the manager, sets, FTE, note, photo; sets used starts at 0 | An Admin removes it |
+
+The name on an approval is a copy. It still reads as signed after the manager is renamed or leaves.
+
+> **In plain terms** The manager on the record is the only approver, on screen and on paper.