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workflow:approvalpath [2018/08/29 19:53] – emoreno | workflow:approvalpath [2022/08/16 20:02] (current) – emoreno | ||
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For the approval process, approvers must exist in Security Administration, | 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: | ||
</ | </ | ||
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^ Field ^ Description | ^ Field ^ Description | ||
- | ^Workflow Type|Click {{: | + | ^Workflow Type|Click {{: |
+ | |||
+ | 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. | ||
- | Click **Retrieve Workflow**. | + | The [[general: |
- | The 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.\\ | + | ^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.\\ |
- | Click **+Add** to add an approver or click {{: | + | VCV Click **+Add** to add an approver or click {{: |
^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.| |
- | Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. | + | VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. |
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