Approval management is an additional purchase function. It requires you to use the account in the role of permission as【System administrator】to activate this function in ServiceJDC backend system (Web version). It will be ready to use after activation.

1. Log in to ServiceJDC backend system (Web version), click “Upgrade/Purchase” at top-right corner of the page to enter your account information page.


2. Click “Activate” icon next to "Numbers of approval's users".
3. After activation, you will see “Approval management” on left-hand side function menu.

This function is limited to【System administrator】only!

1. EnterServiceJDC backend system (Web version) >> Approval management >> Customized approval form >> Add


2. Fill in the form. You may drag the item elements for form content to dash-line area. Click the top-right corner of each element to edit. If you finished, click “Save” at the top.


3. Click “Approval process” page to edit. Drag the node elements to dash-line area. Click the top-right corner of each elements to edit. The connection between nodes is shown as below. To connect 2 nodes, first, click the arrow marked with A, then click the one marked with B. They will be connected.

Remark: The permissions of data input, data search, and approval form management are open to adjust according to company demand.

Run ServiceJDC (APP version) >> Form. There are general form and approval form. Select the approval form you would like to fill in. Fill in the content according to the settings of the form. If you finished, click “Send” at bottom-right corner, the input is then completed. The form will be sent to next node for approval.

Yes, you can.

Run ServiceJDC (APP version) and go to “More > Approval management”. You could check the open approval forms here. Click on the open approval form, you could view its content, and to agree or reject it.

You could find both onServiceJDC backend system (Web version)and on ServiceJDC (APP version).

● Search on ServiceJDC backend system (Web version) : Log in toServiceJDC backend system (Web version)>> Approval management >> Approval forms I sent. You could check the record of approval forms that you have sent and their status of approval process.


● Search on ServiceJDC (APP version) : Run ServiceJDC (APP version) >> More >> Approval management >> Approval form I sent. You could check the record of approval forms that you have sent and their status of approval process.

Yes, you could assign the deputy both on ServiceJDC backend system (Web version)and on ServiceJDC (APP version).

● Assign onServiceJDC backend system (Web version)

1. Log in to ServiceJDC backend system (Web version), go to Approval management >> Open approval form >> Deputy setting


2. Select one deputy, click confirm to complete the setting.


● Assign on ServiceJDC (APP version) : Run ServiceJDC (APP version) >> More >> Approval management >> Open approval form >> the function key at top-right corner >> Deputy setting to set up deputy for approval.

1. First of all, please make sure you have the permission to reject and invalid completed approvals. You could go to ServiceJDC backend system (Web version)&>> Approval management >> Customized approval form >> Form content and process >>Permission of approval form management to check whether you have the permission to reject and invalid.


2 . Once the approval form management permission is confirmed, you could go to approval form management to find the approval forms that you would like to reject or invalid. Click “View”.


3 . You could execute “Reject” or “Invalid” by clicking the icons on the top of the window.

Remark: Reject could make the approval form back to any node of the process. Invalid is to cancel this approval form.

This function is limited to【System administrator】only !

1. Log in to ServiceJDC backend system (Web version) >> Approval management >> Customized approval form, select the approval forms you would like to adjust.


2. Click “Copy process” in current edition, then it will automatically switch to new edition in editing mode.


3. Once you finish the editing of new edition, click “Save”. The system will generate a version name for new edition automatically. For example, the name as version 3 as in following picture. If you confirm to use the name as version 3, click “Complete & activate”, the previous edition of payment request form will be disabled and the form will be updated to new edition.

Remark: There is only one enabled edition for each approval form.

The types of approval form and general form are common in one setting.

Please log in to ServiceJDC backend system (Web version), Form management >> Form type maintenance to add or change the type of the forms.