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general:add_approval_rules

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general:add_approval_rules [2018/10/01 15:50] – emorenogeneral:add_approval_rules [2022/06/17 16:42] (current) – emoreno
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-[[https://tcc-help.net/txeis/districtadmin/doku.php/workflow/approvalrules|District Administration > Workflow > Approval Rules]]+=====Establish approval rules=====
  
-This page is used to set up the 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. +[[https://help.ascendertx.com/districtadmin/doku.php/workflow/approvalrules|District Administration > Workflow > Approval Rules]]
  
-++++Image|{{:general:quickview:approval_rules.jpg|District Administration Worklfow 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.  
 + 
 +{{: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. 
  
 ^Amount From|{{page>general:amount_from}}| ^Amount From|{{page>general:amount_from}}|
Line 13: Line 15:
 ^Approver opted out of email notifications|Select if the originator, first approver, or any approver does not want to receive email notifications.| ^Approver opted out of email notifications|Select if the originator, first approver, or any approver does not want to receive email notifications.|
  
-Click **+Add**. An Include and Exclude row are added. +VCV Click **+Add**. An Include and Exclude row are added. 
  
 ^Include|{{page>general:include}}| ^Include|{{page>general:include}}|
 ^Exclude|{{page>general:exclude}}| ^Exclude|{{page>general:exclude}}|
  
-Each set of **Include/Exclude** rules are evaluated independently of any other rule sets that are created. Click **Validate All** to display a detailed list of account codes that are included in each rule set.+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.
  
-Click **Duplicate** to copy approval rules from other users and/or applications.+VCV Click **Duplicate** to copy approval rules from other users and/or applications.
  
  
-Click **Save**.+VCV Click **Save**.
  
  
-Click {{:images:mag_edit.gif|Spyglass Icon}} to display the Approval Path page.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the Approval Path page.
  
general/add_approval_rules.1538409044.txt.gz · Last modified: 2018/10/01 10:50 (external edit)

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