[IMP] Time Off: Management

content/applications/hr/time_off/management.rst

@@ -4,20 +4,23 @@ Management
 
 .. _time_off/approvals:
 
-Time off and allocation requests undergo an approval process before being granted. Requests either
-need one or two approvals, if any, depending on how the specific type of time off is configured. All
-these configurations can be found under the *Management* section of the **Time Off** application.
+Time off requests and allocation requests undergo an approval process before being granted. Requests
+either need one or two approvals, if any, depending on how the specific type of time off is
+configured. All these configurations can be found under the *Management* section of the **Time Off**
+application.
 
-Only users who can :ref:`approve allocation and time off requests <employees/work-info-tab>` see the
-:guilabel:`Management` section in the **Time Off** application.
+.. note::
+   The *Management* section in the **Time Off** application is **only** visible to users who can
+   :ref:`approve allocation requests and time off requests <employees/work-info-tab>`.
 
 .. _time_off/manage-time-off:
 
-Manage time off
-===============
+View time off requests
+======================
 
-To view time off requests that need approval, navigate to :menuselection:`Time Off app -->
-Management --> Time Off`. Doing so reveals the :guilabel:`All Time Off` page.
+To view time off requests waiting for approval, navigate to :menuselection:`Time Off app -->
+Management --> Time Off`. Doing so reveals the *All Time Off* page. All time off requests appear in
+a default Kanban view.
 
 The only time off requests that are visible on this page belong to employees the user either has
 :guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off**
@@ -28,118 +31,120 @@ Me`. This filter only presents time off requests that need to be approved for cu
 the user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`.
 
 On the left side of the :guilabel:`All Time Off` page, there are various grouping options that can
-be used to narrow down the presented time off requests, located beneath the :guilabel:`Status` and
-:guilabel:`Department` headings.
+be used to narrow down the presented time off requests, located beneath the :icon:`fa-folder`
+:guilabel:`Status` and :icon:`fa-users` :guilabel:`Department` headings.
 
-Since only time off requests that need to be approved are shown, the only :guilabel:`Status` options
-are :guilabel:`All`, :guilabel:`To Approve`, and :guilabel:`Second Approval`.
+Since only time off requests that need to be approved are shown, the only :icon:`fa-folder`
+:guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and :guilabel:`Second
+Approval`.
 
 The various departments the user is a member of, and manages employees under, also appear on the
-left side of the page, under :guilabel:`Departments`.
-
-.. note::
-   If no requests fall under one of the status options or departments, that status or department is
-   **not** visible on the left-side menu.
+left side of the page, under :icon:`fa-users` :guilabel:`Departments`.
 
 To only display time off requests for specific departments, click on the :guilabel:`Department` on
 the left-hand side of the page. Only requests within the selected department are then presented.
 
-The status column displays the status of each request, with the status highlighted in a specific
-color.
-
-The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are highlighted in yellow, and
-are the only ones that appear in the list by default.
-
 If the :icon:`fa-filter` :guilabel:`Waiting For Me` filter is removed, all statuses appear.
 
-:guilabel:`Approved` requests are highlighted in green, :guilabel:`To Submit` (drafts) requests are
-highlighted in blue, and the :guilabel:`Refused` requests are highlighted in gray.
+.. note::
+   If no requests fall under one of the status options or departments, that status or department is
+   **not** visible on the left-side menu.
 
-To approve a time off request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the end
-of the line.
+.. image:: management/time-off-requests.png
+   :alt: Time off requests with the filter, groupings, and status sections highlighted.
 
-To validate a time off request that has already been approved, and is waiting on a second approval,
-click the :icon:`fa-check` :guilabel:`Validate` button at the end of the line.
+Approve or refuse time off requests
+===================================
 
-To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at the far end of the
-line.
+To approve or refuse a time off request, navigate to :menuselection:`Time Off app --> Management -->
+Time Off`. At the end of each time off request Kanban card, two buttons appear: an
+:guilabel:`Approve` or :guilabel:`Validate` button, depending on the status of the request, and a
+:guilabel:`Refuse` button.
 
-.. image:: management/time-off-requests.png
-   :alt: Time off requests with the filter, groupings, and status sections highlighted.
+To approve a time off request, click the :guilabel:`Approve` button. To validate a time off request
+that has already been approved and is waiting on a second approval, click the :guilabel:`Validate`
+button. To refuse a request, click the :guilabel:`Refuse` button.
 
-For more details, click anywhere on the time off request line (except for the :icon:`fa-thumbs-up`
-:guilabel:`Approve`, :icon:`fa-check` :guilabel:`Validate` icon, and :icon:`fa-times`
-:guilabel:`Refuse` buttons). Doing so loads that specific time off request form. Depending on the
-rights of the user, changes can be made.
+If more information is needed before approving a time off request, click anywhere on the Kanban card
+(except for the :guilabel:`Approve`, :guilabel:`Validate`, or :guilabel:`Refuse` buttons). Doing so
+loads the detailed time off request form.
 
-To modify the request, make any desired changes to the form. All changes are automatically saved.
+Depending on the rights of the user, changes can be made. To modify the request, make any desired
+changes to the form. All changes are automatically saved.
 
 It is also possible to approve, validate, or refuse the request from this form. Click the
 :guilabel:`Approve` button to approve, the :guilabel:`Validate` button to validate, or the
 :guilabel:`Refuse` button to refuse the request.
 
+Once a request has been approved, validated, or refused, the Kanban card disappears from the default
+:guilabel:`All Time Off` page. To view *all* requests, including approved and refused requests,
+clear the default filters in the search bar.
+
+.. image:: management/detailed-request.png
+   :alt: The detailed time off request form for the employee George Davis.
+
 .. _time_off/manage-allocations:
 
-Manage allocations
-==================
+View allocation requests
+========================
 
-To view allocations that need approval, navigate to :menuselection:`Time Off app --> Management -->
-Allocations`. Doing so reveals the :guilabel:`Allocations` page.
+To view allocation requests waiting for approval, navigate to :menuselection:`Time Off app -->
+Management --> Allocations`. Doing so reveals the :guilabel:`Allocations` page. All allocation
+requests appear in a default Kanban view.
 
-The user is only presented with allocations for employees they have either :guilabel:`Time Off
-Officer` or :guilabel:`Administrator` access rights for in the **Time Off** application.
+The only allocation requests that are visible on this page belong to employees the user either has
+:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off**
+application.
+
+The default filters on the :guilabel:`Allocations` page are :icon:`fa-filter` :guilabel:`First
+Approval` and :icon:`fa-filter` :guilabel:`My Team`. These filters only present allocation requests
+that need to be approved for current employees on the user's team, awaiting approval or validation.
 
-The default filters configured on the :guilabel:`Allocations` page are :guilabel:`First Approval`
-and :guilabel:`My Team`. These default filters only present employees that the user manages and are
-awaiting their first approval. Approved and refused allocation requests are not shown.
+On the left side of the :guilabel:`Allocations` page, there are various grouping options that can be
+used to narrow down the presented allocation requests, located beneath the :icon:`fa-folder`
+:guilabel:`Status` and :icon:`fa-users` :guilabel:`Department` headings.
 
-The left side of the :guilabel:`Allocations` page has various grouping options to narrow down the
-presented allocation requests.
+Since only allocation requests that need to be approved are shown, the only :icon:`fa-folder`
+:guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and :guilabel:`Approved`.
 
-The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`, :guilabel:`Refused`,
-and :guilabel:`Approved`. Click on a specific :guilabel:`Status` to view only requests with that
-specific status.
+The various departments the user is a member of, and manages employees under, also appear on the
+left side of the page, under :icon:`fa-users` :guilabel:`Departments`.
 
-To view all allocation requests, regardless of status, click :guilabel:`All` under the
-:guilabel:`Status` heading.
+To only display allocation requests for specific departments, click on the :guilabel:`Department` on
+the left-hand side of the page. Only requests within the selected department are then presented.
 
-It is also possible to display allocation requests by department. Click on the desired
-:guilabel:`Department` on the left side of the :guilabel:`Allocations` page, to only present
-allocations for that specific department.
+If the :icon:`fa-filter` :guilabel:`First Approval` and :icon:`fa-filter` :guilabel:`My Team`
+filters are removed, all statuses appear.
 
 .. note::
-   The groupings on the left side **only** present allocation requests that fall under the default
-   filters of :guilabel:`My Team` and :guilabel:`Active Employee`, if those default filters are not
-   removed from the :guilabel:`Search...` bar. Only the statuses for allocation requests that fall
-   under those filters are presented on the left side.
-
-   For example, if there are no requests with a status of :guilabel:`To Submit`, that status option
-   does not appear in the left-hand side of the :guilabel:`Allocations` page.
+   If no requests fall under one of the status options or departments, that status or department is
+   **not** visible on the left-side menu.
 
-   All departments for the user's employees appear in the list. If there are no allocation requests
-   that fall under that department matching the preconfigured filters, the list is blank.
+.. image:: management/allocations-requests.png
+   :alt: Allocations dashboard showing unapproved allocation requests.
 
-   It is always possible to remove any of the preconfigured filters, by clicking the
-   :icon:`fa-times` :guilabel:`(remove)` icon on the specific filter to remove it.
+Approve or refuse allocation requests
+=====================================
 
-The status column displays the status of each request, with the status highlighted in a specific
-color. The :guilabel:`To Approve` requests are highlighted in yellow, and if the default
-:guilabel:`First Approval` filter is removed, the :guilabel:`Approved` requests are highlighted in
-green, and the :guilabel:`Refused` requests are highlighted in gray.
+To approve or refuse an allocation request, navigate to :menuselection:`Time Off app --> Management
+--> Allocations`. At the end of each allocation request Kanban card, two buttons appear: an
+:guilabel:`Approve` or :guilabel:`Validate` button, depending on the status of the request, and a
+:guilabel:`Refuse` button.
 
-To approve an allocation request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the
-end of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button.
+If more information is needed before approving an allocation request, click anywhere on the Kanban
+card (except for the :guilabel:`Approve`, :guilabel:`Validate`, or :guilabel:`Refuse` buttons).
+Doing so loads the detailed allocation request form.
 
-.. image:: management/allocations.png
-   :alt: Allocations with the filter, groupings, and status sections highlighted.
+Depending on the rights of the user, changes can be made. To modify the request, make any desired
+changes to the form. All changes are automatically saved.
 
-If more details are needed, click anywhere on the allocation request line (except for the
-:icon:`fa-thumbs-up` :guilabel:`Approve` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the
-specific request in detail, via the allocation request form.
+It is also possible to approve, validate, or refuse the request from this form. Click the
+:guilabel:`Approve` button to approve, the :guilabel:`Validate` button to validate, or the
+:guilabel:`Refuse` button to refuse the request.
 
-Depending on the rights of the user, changes can be made to the allocation request form that
-appears. To modify the request, make any desired changes to the form. All changes are automatically
-saved.
+Once a request has been approved, validtaed, or refused, the Kanban card disappears from the default
+:guilabel:`Allocations` page. To view *all* requests, including approved and refused requests, clear
+the default filters in the search bar.
 
-It is also possible to approve or refuse the request from this form. Click the :guilabel:`Approve`
-button to approve, or the :guilabel:`Refuse` button to refuse the request.
+.. image:: management/approve-allocation.png
+   :alt: An allocation request in detail.