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Trace: • Add first approver(s) • Mass Update/Delete - HRS8400 • position_description • Establish approval rules • create_transfer_checks
general:add_approval_rules

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general:add_approval_rules [2018/08/27 15:47] – created emorenogeneral:add_approval_rules [2022/06/17 16:42] (current) – emoreno
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 +=====Establish approval rules=====
  
-=== Establish approval rules: ===+[[https://help.ascendertx.com/districtadmin/doku.php/workflow/approvalrules|District Administration > Workflow > Approval Rules]]
  
-[[https://tcc-help.net/txeis/districtadmin/doku.php/workflow/approvalrules|District Administration > Workflow > Approval Rules]]+Establish account code rules for each approver in the approval path except the first approver. An approver may have multiple sets of approval rules. Approvers must have an employee number in Security Administration. 
  
-Set up the account codes rules for each approver in the approval path except the first approver. An approver may have multiple sets of approval rules. Approvers must be set up with an employee number in Security Administration. +{{:general:managepurchasingapprovalworkflows_approvalrules.jpg|District Administration Workflow Approval Rules}}
  
 ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the Purchasing Requisition workflow.| ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the Purchasing Requisition workflow.|
  
-Click {{:images:smallpicklist.gif|Ellipsis Icon}} to retrieve an approver. +VCV Click {{:images:smallpicklist.gif|Ellipsis Icon}} to retrieve an approver. 
  
-Complete the approver rule fields as needed.+^Amount From|{{page>general:amount_from}}| 
 +^Amount To|{{page>general:amount_to}}| 
 +^Approver opted out of email notifications|Select if the originator, first approver, or any approver does not want to receive email notifications.|
  
-Click **Save**.  +VCV Click **+Add**. An Include and Exclude row are added. 
  
 +^Include|{{page>general:include}}|
 +^Exclude|{{page>general:exclude}}|
 +
 +Each set of **Include/Exclude** rules are evaluated independently of any other rule sets that are created. 
 +
 +VCV Click **Validate All** to display a detailed list of account codes that are included in each ruleset.
 +
 +VCV Click **Duplicate** to copy approval rules from other users and/or applications.
 +
 +
 +VCV Click **Save**.
 +
 +
 +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the Approval Path page.
  
general/add_approval_rules.1535384854.txt.gz · Last modified: 2018/08/27 10:47 (external edit)

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