threadcount-community/docs/manual/counter/manager-approvals.md

title, section, order, summary, screen, role, keywords

title	section	order	summary	screen	role	keywords
Manager approvals	counter	4	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.	People › a person › Details & access	Admin or Issuer	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• An inactive person is not offered, and the server refuses one: That manager is no longer active on the register.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).

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). 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 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.