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- | <WRAP round intro> | + | <WRAP round intro> |
+ | |||
+ | For the approval process, approvers must exist in Security Administration, | ||
+ | |||
+ | **Notes**: | ||
+ | Any changes made to the approval path are immediate and automatically update (move) existing requisitions. If there are existing requisitions and you are adding a new user, first create the new user’s approval rules so that any pending items are properly moved when the user is added to the workflow. | ||
+ | \\ \\ | ||
+ | The **Purchasing Cutoff** date field on the [[options: | ||
- | **Notes**: | ||
- | * Only one approver per campus/ | ||
- | * If an approver is the first approver for multiple departments, | ||
- | * Only a first approver is allowed to insert an approver after himself, if desired. | ||
</ | </ | ||
- | ====Add a first approver:==== | + | ====Create an approval path:==== |
^ Field ^ Description | ^ Field ^ Description | ||
- | ^Workflow Type|Click {{: | + | ^Workflow Type|Click {{: |
- | ^Employee Nbr|{{page> | + | |
- | ^Campus/Department|{{page>general: | + | |
- | Click **Retrieve**. The data that matches | + | VCV Click **Retrieve |
- | ^Employee Nbr|{{page> | + | The [[general:approver_dragdropfeature|drag-and-drop feature]] |
- | ^Employee Name|The name of the selected employee ID is displayed.| | + | |
- | ^Print Name|Select | + | |
- | ^Campus/ | + | |
- | ^Campus/ | + | |
- | Click **Save**. | ||
+ | ^Reminder Days|Type the number of days after which no action has been taken on an item and a reminder email should be forwarded to the originator and approver.\\ | ||
- | ====Other functions and features:==== | + | VCV Click **+Add** to add an approver or click {{:images: |
- | ^+Add|Click to add a row to the grid.| | + | ^Employee Name|The name of the selected employee ID is displayed.| |
+ | ^Print Name|Select | ||
+ | VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. | ||
+ | ====Other functions and features: | ||
+ | |||
+ | ^+Add|Click to add an approver.| | ||
+ | ^{{: | ||
+ | ^{{: | ||
+ | |||
+ | |||
+ | {{indexmenu_n> | ||
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