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workflow:approvalpath

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workflow:approvalpath [2018/07/24 18:21] – external edit 127.0.0.1workflow:approvalpath [2022/08/16 20:02] (current) – emoreno
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 For the approval process, approvers must exist in Security Administration, have an employee number associated with them, and exist with a current year payroll record. For the approval process, approvers must exist in Security Administration, have an employee number associated with them, and exist with a current year payroll record.
 +
 +**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:purchasingwarehouse:currentyear|Options > Purchasing/Warehouse Options]] page can be used to temporarily restrict users from adding requisitions while the approval path is edited. Be sure to remove the date from the field after the approval path changes are completed. 
  
 </WRAP> </WRAP>
  
  
-====Add a first approver:====+====Create an approval path:====
  
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type (i.e., Budget Amendment Request, Warehouse, etc.).| +^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type.\\  \\  <div indent> BBB //Warehouse Requisition//\\  BBB //Restock Requisition//\\  BBB //Budget Amendment Requests//\\  BBB //Purchasing Requisition//\\  BBB //Accounts Receivable//\\  BBB //Travel Reimbursement// </div>|
-^Employee Nbr|{{page>general:employee_number}}| +
-^Campus/Department|{{page>general:campus_number}}|+
  
-Click **Retrieve**. The data that matches the selected workflow type, employee ID, and campus ID is displayed. +VCV Click **Retrieve Workflow** to retrieve the selected workflow type data. If an approval path exists, the list of approvers is displayed and you can make changes as needed.  
 + 
 +The [[general:approver_dragdropfeature|drag-and-drop feature]] is available allowing you to change the order of the approval path.    
 + 
 + 
 +^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.\\  \\  By default, this field is set to zero indicating that no reminders will be sent.\\  \\  If the value is greater than zero, the Approver has that many days to respond to the approval before a reminder email is sent to the Approver. After the initial reminder email message is sent, email messages are sent on a daily basis until action is taken.\\  \\  The number of reminder days also applies to first approvers. If all approvers in the approval path are removed, the field is reset to zero.| 
 + 
 +VCV Click **+Add** to add an approver or click {{:images:smallpicklist.gif|Ellipsis Icon}} to edit the approver. The [[general:approver_directory|Approver Directory]] is displayed.  
  
-^Employee Nbr|{{page>general:employee_id}}| 
 ^Employee Name|The name of the selected employee ID is displayed.| ^Employee Name|The name of the selected employee ID is displayed.|
-^Print Name|Select to print the signature of the approver on the request or purchase order.| +^Print Name|Select to print the approval workflow path and rules, if selected.|
-^Campus/Department ID|{{page>general:campus_id}}| +
-^Campus/Department Name|The name of the selected campus/department ID is displayed.|+
  
-Click **Save**.+VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action.
  
  
-====Other functions and features:==== 
  
-^+Add|Click to add a row to the grid.| 
  
 +====Other functions and features:====
  
 +^+Add|Click to add an approver.|
 +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:delete_approval_path}}|
 +^{{:images:mag_edit.gif|Spyglass Icon}}|Click to display the [[workflow:approvalrules|Approval Rules]] page and make the necessary updates.|
  
  
workflow/approvalpath.1532456488.txt.gz · Last modified: 2018/07/24 13:21 (external edit)

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