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Maker Checker
In many organisations it is mandatory that there is separation of duties and delegation of responsibility. One person, the maker, can key in the data. But it cant be committed until another, the checker, approves it.
ID
1389
Category
TeamDesk
Author

Murali Govind
Date Created
10/29/2020 3:57:08 AM
Date Updated
10/29/2020 4:25:42 AM
Status
New Idea
Score
10
Promoted By
Murali Govind
Comments
Pierre 10/29/2020 4:25:42 AM
Hello Murali

We have the maker/checker issue in our Teamdesk today in:
- travel expenses management
- supplier bank statement

We easily address it today with team desk:
- using different roles
- identifying who enters or validates the data
[
- a check field
- a user field with a default value formula : If([Checkfield], User())
- a date field with a default value formula : If([Checkfield], Today())
]
and we freeze the form using form rules

Kind regards,

Pierre
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