Operation manager approval: transcript

This transcript is a draft under review and may contain errors. Time links return to that point in the video.

00:00:01 Okay, today we're in SMMS and today we're
going to pretend like we're an

00:00:06 operation manager and looking at what they
see when they are told they need to

00:00:10 approve an assignment. So for this today's
video, we're going to go to the

00:00:17 Texas Dallas East Mission.

00:00:30 And I'm going to always clear my filters
here.

00:00:33 Now you'll notice that when you are
looking at it like as if you were the

00:00:37 operation manager for the mission and that
can be the operation manager or a

00:00:42 delegated approver, you're going to see
that two assignments need to be

00:00:45 approved.

00:00:46 So if you click on that, it comes up with
a list of the missionaries.

00:00:52 Now, there are two ways to get into that.

00:00:54 one is to click on the assignment ID and
one is to click on the missionary

00:00:58 name. I'm

00:01:00 going to do both so that I can come back
to this screen. I'm going to right

00:01:05 click

00:01:07 and say open a new tab. So this takes me
to that specific missionary and if I

00:01:12 do

00:01:13 it that way by clicking on the assignment
number it gives me an approve

00:01:17 assignment button right here at the
bottom. Now if I go back to the screen I

00:01:21 was on

00:01:22 and instead I click on the missionary name
and again I'm going to right click

00:01:28 on this so I can come back to this screen
but I right click on that and then it

00:01:33 takes me to her assignment page but it
doesn't show an approve button to see

00:01:38 then

00:01:38 approve button you have to click on the
operation name and there it is. So from

00:01:43 the home screen you end up with two
assignments to be approved. You end up in a

00:01:51 page that looks like this and then you can
click on the missionary name and get

00:01:56 the

00:01:57 assignment, the approve assignment button
right away or you click on the

00:02:00 missionary

00:02:01 name and you have to get to it later.

00:02:05 Now if I, let's say I
know the name of the missionary and I

00:02:13 want

00:02:13 to approve and I just go into missionaries
and then I type in the name of the

00:02:19 missionary

00:02:19 or the missionary's number. I'm going to
type in the number because that's

00:02:25 easier

00:02:25 for me. I kind of treat them like a phone
number to remember them. But anyway,

00:02:32 I

00:02:32 come up with the missionary that needs
approval. And again, if I click on the

00:02:39 name here, what's going to happen is I'm
going to end up not seeing an approve

00:02:47 button, but if I click on the name of the
operation, it will get there. So you

00:02:52 need

00:02:52 to kind of educate your operation managers
that if they don't see the

00:02:56 approve assignment button, whatever the
way they get to it, they need to click

00:03:00 on the

00:03:00 name of the operation to get there. And
that's the end of this video.

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