Approval

Approval

Approval Type Configuration in Horizon

Purpose

This article explains how to configure and manage Approval Types in Horizon. Approval Types define which departments or roles are responsible for approving requests, flights, maintenance, or other operational activities. Proper configuration ensures approvals route correctly through the organization’s workflow.


Accessing Approval Type Setup

  1. From the Horizon top navigation bar, go to More → System → Approval.

  2. The Approval Type screen displays a list of predefined approval categories.

  3. Use the available actions to add, edit, delete, or export approval types as needed.




Page Overview

1. Add Approval Type

Click + Add Approval Type to create a new record.
You can define a unique System Type, Name, and Description for each approval role.

2. Data Columns

Each approval type is organized by several key fields:




System Type / Name / DescriptionIdentifies the approval role or department (e.g., Sales, Dispatch, Maintenance).
System Category / Category Name / DescriptionProvides logical grouping for related approval types (e.g., Crew, Accounting).
ColorOptional — assigns a color tag to help visually distinguish approval roles.
Mobile SyncIndicates whether the approval type is available in mobile applications.
InactiveMarks the approval type as inactive if it’s no longer in use.

Common Approval Types

The following approval types are commonly used in the Horizon system:



SalesUsed for approvals related to client sales or charter agreements.
CustomerRepresents customer-side authorization, such as trip confirmation or billing acceptance.
DispatchManages flight release, trip assignment, or scheduling approvals.
RequesterUsed by internal users initiating requests for approval (e.g., trip creation or resource allocation).
MaintenanceApplies to maintenance activities requiring sign-off or authorization.
AuthorizerUsed for management-level approval of operational or financial items.
AccountingHandles billing, expense, and financial review approvals.
Pilot (Crew)Allows flight crew to acknowledge or approve flight-specific details.
OwnerRepresents the aircraft owner’s approval or review role.

Best Practices

  • Use descriptive names that clearly identify each approval function (e.g., “Maintenance Approval” instead of just “Maintenance”).

  • Deactivate rather than delete approval types to preserve historical data integrity.

  • Ensure that System Categories align with organizational roles for consistency across modules.

  • Regularly review approval types to confirm they match current business processes and regulatory requirements.

  • Export configuration data periodically for backup or auditing purposes.


Summary

The Approval Type configuration in Horizon defines which user roles or departments are responsible for reviewing and approving various operational or administrative actions. Maintaining accurate and consistent approval types ensures that all approvals follow a structured workflow and meet compliance requirements.

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