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Adam Smith
Require Journal Approval allows you to control whether staff journals must be approved before they are sent to clients. Approval requirements can be set globally for all staff, for specific staff segments, or individually for sitters, providing full flexibility based on your business needs.
Here's how Require Journal Approval works:
  • Global Journal Approval
    : Enable a global setting at
    Admin > Business Settings > Pet Sitters & Journals > Require Journal Approval for ALL Pet Sitters
    to require approval for journals submitted by all staff members before they are sent to clients. This setting overrides all other approval settings.
  • Staff Segment Journal Approval
    : Require journal approval for staff belonging to a specific Staff Segment. This setting applies unless the global journal approval setting is already enabled.
  • Individual Sitter Journal Approval
    : Require approval for journals submitted by specific sitters. This setting is only applied if neither the global setting nor the staff segment setting require approval.
  • Approval Priority Order
    :
1. Global Setting (highest priority)
2. Staff Segment Setting
3. Individual Sitter Setting
4. (If none are enabled, journals are sent directly to clients without requiring approval.)
  • Approval Process
    : Once a journal is approved, it is sent immediately to the client with no additional steps required.
Note: Require Journal Approval settings can be used in combination with Staff Segments, sitter-level payroll settings, and communication workflows to create custom management structures tailored to your business.