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workflow:approvalpath
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Approval Path - DA4000

District Administration > Workflow > Approval Path

This page is used to create and maintain the sequence or hierarchy of the approvers for the approval process. The order in which the approvers are listed indicates the approval sequence. You can add to or edit the approval path as needed. If a change is made to the approval path, the change will apply to all requisitions or requests that have yet to reach that specific approver.

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.

Add a first approver:

Field Description
Workflow TypeClick Drop-down Arrow to select a specific workflow type (i.e., Budget Amendment Request, Warehouse, etc.).
Employee Nbr

Begin typing an employee number or name. As you type the data, a drop-down list of corresponding data is displayed. Select the desired employee, or click Ellipsis Icon to select an employee from the Approver Directory. The Employee Name field is populated based on the selected Employee Nbr.

Note: To view the first approver for a specific campus/department, leave the Employee ID field blank, type a specific campus/department and click Retrieve.

Campus/Department

Type a campus ID or click Ellipsis Icon to select a one from the Department Directory. A list of all available campus IDs is displayed. The Campus/Department Name field is populated based on the selected Campus/Department ID.

The Department Directory is populated from the campus/departments that are established on the Tables > District Information > Campus Name/Address page.

Note: To view all of the campuses/departments for a specific approver, leave the Campus/Department field blank, type a specific employee ID number, and then click Retrieve.

Click Retrieve. The data that matches the selected workflow type, employee ID, and campus ID is displayed.

Employee Nbr

Type an employee number or click Ellipsis Icon to select one from the Approver Directory. The Employee Name field is populated based on the selected Employee Nbr.

Employee NameThe name of the selected employee ID is displayed.
Print NameSelect to print the signature of the approver on the request or purchase order.
Campus/Department ID

Type a campus ID or click Ellipsis Icon to select one from the Department Directory. A list of all available campus IDs is displayed. The Campus/Department Name field is populated based on the selected Campus/Department ID.

Campus/Department NameThe name of the selected campus/department ID is displayed.

Click Save.

Other functions and features:

+AddClick to add a row to the grid.
workflow/approvalpath.1532456488.txt.gz · Last modified: 2018/07/24 13:21 (external edit)

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